Table of Contents
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Overview
This Knowledge Base article discusses exiting (removing) existing clients from a service. The client will first need to be added to a service: Add Existing Client to a Service.
\uD83D\uDCD8 Exit Client from a Service
A client is active in a service when they have a start date but no exit date. Clients can be exited from a service in by inputting an exit date in the following areas of your site:
The Client Contact Info Page Part
The Participants Page Part in a Service
The Clients Portal
The Participant’s Service History Page
The Service’s Service History page
Exit Client from a Service via the Client Contact Info Page Part
Click the Clients Portal
Select the Client you’d like to place in a service
Navigate to the Client Details Page
Locate the Client Contact Info Page Part. Note that the Client Contact Info Page Part may be in a different location on your site
Click Add to Service
Select the Service for which you want to add the client. Only Services the client is not currently active in or waitlisted for will appear in the drop-down
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Add a Start Date
Click Finish
vExit Client from a Service via the Service's Participants Page Part
Click the Services Portal
Select the Service you wish to add the client to
Navigate to the Service Details Page
Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part.
Click Add Client
The Add Client Wizard will appear, search for the client you want to add to the service
Once the individual has been located in the search, press the Add to Service Button beside their name
The Client and Service fields will be automatically filled in as we begin the process in the applicable services Participants Page Part (step 1-4)
Enter a Start Date
Click Finish
Exit Client from a Service via the Clients Portal
Click the Clients Portal
Use the search bar to locate the client you’d like to add to a service
Once the client is found, click the three dots beside their name and then click add to service
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A new Page will appear. Select the service you’d like to add the client to in the Service drop down. Note: only Services the client is not currently in or waitlisted for will appear in the drop down.
Enter a Start Date
Click Finish
Exit Client from a Service via the Client’s Service History Page
Click the Clients Portal
Select the client you’d like to place in a service
Click the Service History Page
Click Add History
Select the service you’d like add the client to in the Service drop down.
Add a Start Date
Click Save
Exit Client from a Service via the Services History Page
Click the Services Portal
Select the Service you wish to add the client to
Click the Service History Page
The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients
All three Page Parts use Service History as the data source, for this reason, a user can click the Add History button on either of the Active Clients or Waitlist Page Parts as it will be an entry in the same list, how the entry is filled will determine whether the client is active or waitlisted.
Click Add Service History
Select a client from the Client drop-down
Add a Start Date - this will add the client directly to the Service, not the Waitlist
Click Save