Each time a CLA discharges a bed, they update the client's exiting information, including Exit Reason, Exit Sub Reason, and Destination/Housing type. This automatically updates and closes the Program Engagement as well.
At times, a leader or a Case Manager may have a clearer understanding of why a client left and where they exited to. In this case, the Case Manager can update the exiting information from the Weekly Discharge report or from the Program Engagement. This article describes how to correct the Exiting Information.
From the Weekly Discharge Report
1. From the Weekly Discharge Report in your email, click Open in Salesforce.
2. Click Enable Field Editing.
3. Scroll to the line of the client you need to update exiting information for.
4. Hover on the Exit Reason for that client.
5. Click the pencil.
6. Update the Exit Reason.
7. Update the Destination / Housing type.
8. Updated the Exit Sub Reason.
9. Click Apply.
10. Click Save.
The client's exiting information is now updated and correct!
From the Client's Program Engagement
1. Scroll down to the Exit Information Section.
2. Click the pencil by the Exit Information you need to update.
3. Update the Exit Information.
4. Click Save.
The client's exiting information is now updated and correct!
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