Coordinated Entry Reports - Last 90 Days Auto Exit

Clients with no activity in their Coordinated Entry (CE) program for the last 90 days are auto exited from their CE program. The “Auto Exited List” report includes all clients who have been auto exited from a CE program in the past 90 days.

Purpose

Community Queues, such as the Permanent Housing Queue (PHQ), require an active CE program enrollment for a client to be referred. The Auto exit Report exists to ensure that all eligible clients in need of community resources, such as housing, are appropriately enrolled in a CE program.

The secondary goal of the Auto-Exit report is to support CE’s goal to adhere to HUD data standards and improve the data quality of CE through the implementation of auto exits. By having auto exits in our system, clients who are no longer engaged in services or who are missing an exit destination are exited, and we have more accurate data on what resources our community needs.

Reviewing the report

Case managers will review the list of auto exits. Case managers should correct any erroneous exits. If a client was exited unintentionally, the case manager will not create a new CE program. Instead, they will reopen their old CE program using the steps in the Reopen a Client Enrollment Knowledge Base Article.

The Auto-Exited Clients Report includes the following data elements:

ClientID	The Client ID field is an internal clarity ID for each individual client profile. This is distinct from a client’s Unique Identifier, which is a separate clarity generated sequence that specifies a client profile. The Client ID field is used to help generate Clarity links in the “Link”.
Unique Identifier	The Unique Identifier field is a clarity generated alpha-numeric sequence that corresponds to an individual client profile. This identifier is often used to securely communicate information about a client without including client identifying information. It can also be used to locate a client's profile in Clarity.
Assigned Staff	The assigned staff field corresponds to the name of the clarity user who is currently assigned to the client’s program enrollment. Assigned staff provides an important point of contact for the client, including for potential housing match information. It also ensures that a client has a designated person that is responsible for regularly engaging with them to help advocate and connect them to resources.
Enrollment ID	The enrollment ID field gives an ID for a client’s enrollment into coordinated entry. This is used to help create the “Link” field that generates Clarity links.
Link	The Link field provides a link to a client’s coordinated entry program enrollment page on Clarity.
Has been auto exited? (Yes/No)	This field indicates whether the client has been auto exited. A “Yes” indicates that a client has been auto exited. A “No” indicates that a client has not been auto exited. The Auto exit Client report only contains clients who answer “Yes” to this question.
Destination	Records the destination that the client was exited to. If no destination is entered, the field will auto-populate with “No exit interview completed”. This is generally the case for most auto exits, especially unintentional ones.
Update/Exit Screen Date Added	Shows the date that the client was auto exited from coordinated entry.
Enrollments Assigned Staff Home Agency	Displays the clients assigned staff’s home agency. This helps track where a client is engaging with services and also helps with managing data quality errors.
Client’s full name	Provides the client’s full name.