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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 Service’s Participants Page Part in a Service
The Clients Portal
The Participant’s Service History PageThe 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 exit from a service
Navigate
to the The Client Details Page
Locate will open. Find the Client Contact Info Page Part to the right. Note that the Client Contact Info Page Part may be in a different location on your site
Click Add to Exit Service
Select the Service for which you want to add exit 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 an Exit Date
Click Finish
Exit Client from a Service via the Service's Participants Page
PartClick the Services Portal
Select the Service you wish to add exit the client tofrom
Navigate to the The Service Details Page will open
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
Notice that Clients who are waitlisted for the selected Service also show up here. You can use the “Remove from Waitlist” or “Add to Service” buttons next to the waitlisted Client. However, Clients that are already in the Service will only have a “Remove from Service” button next to them
Search for the name of the client you want to add remove. Remember to the service
Once the individual has been located in the search, press the Add to Service Button beside their name
use the form [LastName, FirstName], or you can search by only their last name or by only their first name
Click on the Remove from Service button
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
. Enter an Exit Date and 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 exit from a service
Once the client is found, click the three dots beside their name and then click add to service
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Exit Service
A new Page will appear. Select the service Service you’d like to add remove the client to from 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 Savean Exit Date and click Finish
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,
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
however, since you can only exit a client that is already in the Service, we will be looking at the Active Clients Page Part only for exiting clients
Search for the Client you would like to exit from the Service
Select the Client from the Active Clients section. The Service History for the selected Client will be displayed. Select Edit
Select the Exit Date for when the Client exited the program and then select Save
