Exit Client from a Service

Table of Contents

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.

☑️ Requirements/Dependencies

Before users are able to add clients to a service, waitlist or exit a client:

• They must have a valid ShareVision login

• The user’s roles must have access to the Add to Service and Exit from Service Buttons

\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:

1. The Client Contact Info Page Part

2. The Participants Page Part in a Service

3. The Clients Portal

4. The Participant’s Service History Page

5. The Service’s Service History page

Exit Client from a Service via the Client Contact Info Page Part

1. Click the Clients Portal

   

2. Select the Client you’d like to place in a service

   

3. Navigate to the Client Details Page

   

4. Locate the Client Contact Info Page Part. Note that the Client Contact Info Page Part may be in a different location on your site

5. Click Add to Service

   

6. 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

   

7. Add a Start Date

8. Click Finish

vExit Client from a Service via the Service's Participants Page Part

1. Click the Services Portal

   

2. Select the Service you wish to add the client to

   

3. Navigate to the Service Details Page

   

4. Locate the Participants Page Part. Note that your ShareVision site may have a different location for the Page Part.

   

5. Click Add Client

   

6. The Add Client Wizard will appear, search for the client you want to add to the service

7. Once the individual has been located in the search, press the Add to Service Button beside their name

   

8. 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)

9. Enter a Start Date

   

10. Click Finish

Exit Client from a Service via the Clients Portal

1. Click the Clients Portal

   

2. Use the search bar to locate the client you’d like to add to a service

   

3. Once the client is found, click the three dots beside their name and then click add to service

   

4. 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.

   

5. Enter a Start Date

6. Click Finish

Exit Client from a Service via the Client’s Service History Page

1. Click the Clients Portal

   

2. Select the client you’d like to place in a service

   

3. Click the Service History Page

   

4. Click Add History

   

5. Select the service you’d like add the client to in the Service drop down.

   

6. Add a Start Date

   

7. Click Save

Exit Client from a Service via the Services History Page

1. Click the Services Portal

   

2. Select the Service you wish to add the client to

   

3. Click the Service History Page

   

4. The Service History Page will typically have three Page Parts - Active Clients, Waitlist, and Exited Clients

   

5. 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.

6. Click Add Service History

   

7. Select a client from the Client drop-down

   

8. Add a Start Date - this will add the client directly to the Service, not the Waitlist

9. Click Save

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