How to Close a Client to a Program

Step by step video guide here:

  1.   Make sure you have the client and click the Search icon.
  2. Type in “Client Programs” in the search bar.
  3. Click on “Client Programs (Client)” in the search results.
  1. This brings you to the Client Programs list page. Click the link in the Status column for the program you will discharge the client from. .
  1. This brings you to the Program Assignment Details screen.
    1. Change the status to “Discharged”. This unlocks the Discharge Date field.
    2. Enter a Discharge reason.
    3. Enter the Discharge Date.
  2. Click Save. You’re now finished.