Potential Exits Report
[EXIT-101] Potential Exits
Report Purpose and Summary
This report provides a list of clients who are active in the program but have not received services, case notes or program connected assessments since the cutoff date, which you select upon running the report. Anyone can run the report but the returned information will be limited based on the access rights of the user.
Make sure you are operating in Clarity under the agency you are running the report for. You can check and change this under your name in the top right corner.
Step 1: Click on the Launchpad, then click on the Reports icon.
Step 2: In the Report Library, click the down arrow next to the Program Based Reports folder to expand the section.
Step 3: Click the Run button next to [EXIT-101] Potential Exits.
Step 4: Enter the following parameters
|Select one or more programs to run the report (hold either control/command/shift button to select multiple)
|Last Activity is prior to this date
|Report Output Format
|Select Web Page, PDF or Excel
Step 5: Click submit
The file will be sent to the Report Queue. Once the report is processed, you will receive a notification that the report is ready.
To open the report, either select Open on the popup or click the Queue icon and then click Open.
Clients who are listed in the report have not had any of the following recorded for the program enrollment:
- Enrollment connected Services
- Assessments - Annual or Status
- Current Living Situation
- Case Notes
The report generates the following data elements:
- Unique ID
- Client Name
- SSN - last four digits only
- Project Name
- Most Recent Update/Service/ Case Note/Current Living Situation/Assessment
- Date of Most Recent Update/Service/Case Note/Current Living Situation/Assessment Date
- Assigned Staff
- Enroll Type