Exiting a Client from an Enrollment
Author: Ran Chang | Date Created: June 27th, 2024| Date Updated: May 16th, 2025
Overview
Do you have a client leaving your program? This article details how to Exit a client or family in HMIS!
It is best practice to exit a client in HMIS as soon as possible after they leave your program, as the sooner you exit someone, the better the data quality will be!
Step-by-Step Video
Click here to watch the video. Press play to begin.
Details
- On the client's Dashboard, in the Enrollments section, find the client's current enrollment in your project.
- Find the three-dot Action Button to the left of the open enrollment, and select Exit the Enrollment:
- On the next form, verify the Exit Date is correct, select the most accurate Exit Destination for your client, and Exit Reason. Note that Exit Destination is a required data element:
- Follow the guided workflow prompts, starting with the Universal Data Assessment. Include any updates for health insurance, disabilities, income and non-cash benefits along the way.
- If there are no updates, either click the Default Last... button on the assessments, or simply click the Save & Close button at the bottom to move on to the next section.
- If there are other household members attached to this enrollment who also need an Exit completed, select Yes when asked if you want to Exit that specific family member:
Note: If a client is exiting due to death or having physically left the household otherwise, exit only that one family member, and leave the remaining household members as actively enrolled and receiving services.
- Once all household members have a completed Exit assessment, click the large grey Finish button on the last screen to finalize and close out the Exit workflow. Navigating away from any guided workflow before clicking on the Finish button on the final page will cause data quality issues.
