Shelter FAQs/Special Situations

An additional household member is checking in later

Click on one of the household members who is already checked in on your Unit List. Click the Check In Additional Household Members button.

This will bring up a new window with a list of all household members that have not been checked in. Select the ones who are now checking in and make sure the Date In is accurate for these clients.

Some household members are leaving but not all

Use the Check Out instructions above to check out the clients who have left. Make sure you only select the household members who are leaving at check out. If that client returns later, see note below for how to handle that situation.

A household member has left and then returned

Check out all household members who are still checked in. Then check the entire household back in on the same date.

Client has two Entries but one Shelter Stay

One of these entries was created through Clients (tab). Go to the Entry/Exit tab in Clients (tab) and delete one of the entries. If you get an error telling you that the entry cannot be deleted because it is linked to a shelter stay, delete the other one.

Client has an Exit date but no Shelter Stay End Date

This client was exited using Clients (tab) instead of Shelters. In Clients (tab), pencil edit the Exit Date and click the trash can in the top left to delete the Exit.

Then go to your Unit List in Shelters and check out the client using the instructions above.

Need to delete a Shelter Stay

If the client is still in your Unit List, click on their name, then scroll to the very bottom of the assessment and click the Delete This Shelter Stay button. This will delete the Shelter Stay and the linked Clients Entry/Exit provider.

If the client was already checked out, go to their profile in Clients. Click on the Service Transactions tab, then the Shelter Stays tab. Click the trash can next to the stay that needs to be deleted.

Need to change an Entry Date

If the client is still checked in, click on their name, and change the entry date at the top of the screen. Then click Save & Exit.

If client was already checked out, go to their profile in ClientPoint and click on the Summary tab. Locate the Shelter Stays section and click the magnifying glass next to the stay that needs to be edited. Then click Edit Shelter Stay and change the entry date at the top of the screen. Then click Save & Exit.

Need to change an Exit Date

Find the client's profile in Clients. Click on the Service Transactions tab and then View Shelter Stays. Click the magnifying glass next to the shelter stay that needs to be edited and click Edit Shelter Stay. At the top of the screen, you will see several tabs. Click on Service Transactions and then Shelter Stays. Then click the pencil icon next to the stay that needs to be edited. Change the Date Out and click Save.