5.6. Using a Batch Process to Discharge and Admit Groups of Program Clients

Describes how you can select groups of clients, discharge them from one program and admit them to another.

You can discharge a group of program clients and then admit them all to another program using a batch process.

1. In the Program Management Module, under Administration on the left panel, click Program List to display the list of programs, similar to the graphic shown below: 

 2. Click the name of the program from which you want to discharge a group of clients. The screen refreshes to display the program’s general information:

3.  Click the Clients tab to display the list of clients currently admitted to the program:

4.  Click the check boxes beside the clients you want to discharge and admit to another program, and then scroll to the bottom of the screen:

 5.  Do one of the following:

• If you want to discharge these clients to a CAISI bed program, click the arrow beside the drop-down list box next to the Batch Discharge to CAISI Bed Program button, and select the appropriate program. Then click the button.
• If you want to discharge these clients to a CAISI bed program, click the arrow beside the drop-down list box next to the Batch Discharge to Community Bed Program button, and select the appropriate program. Then click the button.

 When the confirmation message box appears, click OK.

Next: Creating and Editing Notes for Clients' Case Management Encounter Profiles Previous: Discharging Clients