Skip to main content

Use the Agency Program Discharge

  1. Last updated
  2. Save as PDF

Use the Agency Program Discharge in myEvolv to discharge one or more clients from a program.

The batch discharge: 

  • Does not allow for re-assigning or writing off any tasks that may be scheduled for the client.
  • Adds an end date to worker assignments but not workgroup assignments. 

Prerequisites: 

Set up these tables with agency-defined values:

  • System > System > Table Maintenance-Simple > Tables - 'Type of Discharge'
  • System > System > Table Maintenance-Extended >Tables - 'Reason for Closing or Ending'
    • Select Is Program for the table values to be used.
  1. Go to: Agency Setup > Agency > Agency > Agency Program Discharge.
  2. Search in Limit to Program and select the desired program. 
  3. If desired, search in Limit to Facility to choose a facility that the enrollment discharge will be limited to.
  4. Enter the Discharge Date.
  5. Optional. Add Discharge comments. 
  6. Search for and choose the Discharge Type.
  7. Search for and choose the Reason for Ending.
  8. If desired, select the check box to Exclude clients with services rendered.
    • If selected, enter the From and To dates to exclude services.
  9. Select Preview in the menu bar.
    Result: A client discharge utility window opens with a list of all clients that meet the selected parameters.
  10. Choose the top check box to select all clients to be discharged, or choose the check boxes for individual clients.
  11. Select Process in the menu bar.
  12. In the pop up warning, select OK to continue with discharging, or select Cancel to return to the previous screen.
    Result: After selecting 'OK', the number of individuals successfully discharged displays.