Re-entering a client

All users can restore an exited client within 90 days of their exit date.  If you have accidentally/erroneously exited a client from a program and wish to reinstate that client’s enrollment, follow these steps:

1.     Navigate to the Client’s Dashboard:

2.     Click the ellipsis (three dots) next to the enrollment you wish to reinstate.  Select “View/Delete Case Members” from the drop-down menu.

3.     On the Case members screen, click the ellipsis beside the client whose enrollment you wish to Re-Enter, then select “Re-Enter” from that drop-down menu.

4.     At the top ofyour screen, this prompt will appear indicating that the client has been reinstated:

5.     If the client was exited more than 90 days ago, the system will not allow this type of restoration – you must contact the help desk to have an administrator restore that client.