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

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.