How to Close a Client to a Program

Step by step video guide here:

  1. Make sure you have the client open. Then click the Search icon.
  2. Type in “Client Programs” in the search bar.
  3. Click on “Client Programs (Client)” in the search results.
    the search results
  4. This brings you to the Client Programs list page. Select the program you want to close to by clicking on the link in the Status column.
    the Client Programs list page
  5. This brings you to the Program Details screen.
    1. Change the status to “Discharged”. This unlocks the Discharge Date field.
    2. Enter the Discharge Date.
    3. Click Save. You’re now finished.
      Click Save. You’re now finished