Steps for Exiting a Client from HMIS
(in programs with a bed list):
Each link is a PDF document with Step-by-Step Instructions!
Click here for an overview document with basic overall steps.
1. Click on the
and Exit the client for the date of their last actual shelter stay.
2. Click on the
Case Managers Tab
and End the Case Management Assignment for the same date as the Exit Date.
3. Click on the
Case Plan Tab
and make sure that all Goals that were set for your program are marked "Closed."
4. Click on the
Service Transaction Tab
View All Services
." Make sure all Services are marked "
" and the outcome is answered.
5. Click on
and find your client on the bed list for your project to remove them from the bed list. The "Date Out" for the ShelterPoint date should match the Exit date for the program as well as the End date for case management.
6. All set - you've successfully exited a client from the program and the bed list!