Deleting a Clients Entry or Exit

TABLE OF CONTENTS

• Deleting an Entry
• Deleting an Exit

Deleting an Entry

If you create an Entry/Exit by mistake, please delete it! If you end date it, it will report.

Go to the Entry/Exit Tab. The Client Count will show you how many clients are in the entry.

Clicking on the magnifying glass will show you all the clients in the entry

To Delete, click on the trash can

If the Entry needs to be deleted for other clients in the household, click on the “Switch to Another Household Member”, Choose the client and click submit. Then delete the entry for that client.

Reminder: If you need to delete the entry for multiple clients, it must be deleted from the profile of every client. If there were services entered that need to be deleted, you will also need to delete them from the profile of every client.

Deleting an Exit

Please be cautious about deleting an exit. This should only be done if the exit should not have been created.

Go to the Entry/Exit tab and locate the Exit Date that should be removed. Click the pencil icon just to the left of that date.

This will show you the exit information that was entered. Please double check and make sure you have selected the correct exit! Click the trash can in the upper left corner to delete it.

Confirm that you want to delete the exit

You will then see a blank Exit Date on the client's profile. This only deletes the Exit for one client. If you need to delete it for multiple clients, remember to go to every client's profile and delete it.