Client Discharge in Evolv

This article explains how to discharge clients in Evolv.

This article does not apply to staff who are not responsible to complete client discharges from program in Evolv.

Important Notes:

• Please read through all important information before continuing with this article 
• Please make sure to follow all steps as written below. If there is any issues with this article please report them to the IT Department immediately for corrections and additions.
• As of May 25, 2023, client discharges will only be done at the program level.  Clients will no longer be discharged from the Agency.
• All client events must be completed and e-signed before discharging from program. 
• Only staff with program discharge access will be allowed to discharge clients from the program.
• Refer to specific program discharge policies before discharging in Evolv.
• In addition to program discharge, client active diagnoses related to the program need to be ended.

Instructions:

Program Discharge

1. Caseworkers - navigate to Homeview, click on client name from the "My Clients" widget,  navigate to Client > Client Information > Critical Information > Enrollment Information
2. Caseworker Supervisor - navigate to Client > Client Information > Critical Information > Enrollment Information, search for client
3. Locate and choose Correct Program ellipsis, then select "Correct/Close Program Enrollment"
4. Click on Closing Information
5. Complete all fields that apply 
   1. actual end date/time -  should be the date completing this event/form
   2. Approved By - usually the caseworker or supervisor completing the discharge
   3. Outcome - refer to specific program discharge policy 
6.  Choose and complete template (if applicable to program)
7.  Save
8. Click "OK" to close all worker assignments for the program

  9. Delete all scheduled tasks (when appropriate) and Save. 10. Confirm program, Facility and worker(s) have correct discharge dates

Ending Diagnoses 

1. Navigate to Client > Client Information > Health Information > Diagnosis - Active
2. Identify all diagnosis entered for program discharging
   
3. Click to Open diagnosis form for applicable program, regardless of worker adding the diagnosis
4. Enter date in the "End/Change Date" field (equal to one day after program discharge date)
5. Save
6. Repeat for all program diagnoses