Adding a Client Activity

Client activities are used to document client service delivery. Adding a client activity is the second step of the client enrollment process. A client is not considered enrolled into a program until at least one activity is added.

• Client activities are defined by your agency's scope of work

• A client may be enrolled in multiple activities

• All client activities must be completed before a client is exited from enrollment

To add a client activity:

1. From the Enrolled Programs menu, select All Processes.

2. From the Client Applications section, select the Application to which the activity will be added.

3. Select Add Activity Form at the bottom of the screen.

4. Select the program from the OEWD Program drop down menu.

5. Select the program activity from the Program Activities drop down menu.

6. Add Activity Begin Date.

An activity begin date cannot be a future date.

1. Add Projected End Date and select Save Activity.

For 1-day activities, the activity is completed at the same time when adding an activity. You can select an Activity Completion Status during the process.

For any open activities, you have up to 30 days after the Projected End Date to complete an activity by selecting an Activity Completion Status and adding an Activity Completion Date.