When an @Work Client leaves the program, because of opting out, needing to be recycled, reaching alumni status, or being terminated from the program, we need to discharge their @Work Program Engagement.
This article describes how to discharges an @Work Client's @Work Program Engagement.
From the client's Active @Work Program Engagement.
1. Click @Work Discharge Client.
2. Enter the correct End Date for the client's @Work Program Engagement.
3. Select the correct @Work Exit Reason.
4. Enter in Exit Notes.
5. Click Next.
The client's @Work Program Engagement has been discharged. As a result:
- The @Work Program Engagement is now Inactive.
- The @Work Status is set to the reason related to their Exit Reason.
- The @Work Status Reason has been auto-populated with Exit Notes.
- They also now have an Exit Reason section.
- They will no longer appear in @Work Caseload Reports.
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