To record a client’s participation in your program, click on the Entry/Exit tab. This step can also be referred to as intake, enrollment, participation, etc.

1.   Open the Client profile

             See Article: How To Search For An Existing Client

2.    Click the Entry/Exit tab

3.    Click Add Entry/Exit

4.    On the next window, fill in the details:

• Household Members: If you are a Family Program, check the boxes of the members' which are also entering the program.    
• Provider: Confirm the provider is accurate.
• Type: Select Standard.
• Entry Date: (Using the American Date Standard mm/dd/yyyy) Enter the date the client agreed to begin working with your program (not the date of move in if you are a housing first program). 

5.    Click Save & Continue