Reopen Enrollment Button

Sometimes a client or household is unintentionally exited from a Program enrollment, or data needs to be edited for exited enrollments. In these cases, you may reopen the enrollment using the Reopen Client Program button on the client Program Exit screen.

 

 
You can find the Reopen Client Program button on the lower right hand corner of the Exit screen.
 

***Note: Do not use this process for clients returning to the program to re-enroll. In those cases, create a new program enrollment.

 

 

The Reopen Client Program functionality includes the Clear and Restore All Exit Data.  This is limited to users who have been approved by the agencies that they are working with in order to have this access. To request access, please have your Agency Administrator submit a request on your behalf to the HMIS Help Desk.

 

 

The next steps depend on whether Clear and Restore All Exit Data is enabled.  Users with access to Clear and Restore Exit Data can follow the steps below: 

 

If you do not have Clear and Restore All Exit Data enabled but you do have the ability to edit a Program enrollment exit screen, you will not see the Clear All Exit Data toggle on the REOPEN CLIENT PROGRAM pop-up. Instead, you will see a pop-up saying, “This action will clear the exit date.” Click OK.

 

You can then leave the enrollment open if needed, or if you reopened the enrollment for a quick data fix, you can make that change and then close out the enrollment.

 

 

Notes:

 

• When you use the Reopen Client Program function, any services that were ended at exit will retain their end date.
• Any household members that were exited will remain exited. Reopening an enrollment only reopens that individual’s enrollment and does not impact the enrollment of any other group members. If you need to reopen another household member’s enrollment, navigate to that client’s record to reopen their enrollment.
• You cannot remove a Program exit by deleting the Program exit date and saving the screen. The system will now highlight the Program Exit Date field in red and will not allow you to save the updated enrollment.
• The Audit Log will reflect actions associated with using the Reopen Client Program function.

 

Please refer to our Reopen Exited Client video for more information on how to reopen a program enrollment using this functionality.  For any questions, Agency Administrators should submit a ticket to the HMIS Help Desk!