How to exit a client form VESTA
- Login to VESTA and choose the project you need to exit your client from.
- Go to the active client list and choose your client by clicking on the name.
3. On the Client Summary, in the Project Status box, in the middle of the page, click on the Exit link.
4. Select your Exit date for you client by either using the calendar icon or typing in the date in the format mm/dd/yyyy, and select you Exit destination from the pulldown list.
5. Be sure to choose the Next button to complete all 4 exit steps. Only use the Save button if you are not able to complete the exit currently.
6. Continue with Step 2 and update the Income and benefits if updates are needed, select the Next button in the lower right of the screen.
7. Continue with Step 3 and update the Health insurance if updates are needed, select the Next button.
8. Continue with Step 4 and update the Special needs if updates are needed, select the Next button.
9. Select the Next button on the lower right of the screen to complete the exit.
10. The system will bring you to the Client Summary screen. Review your Exit date and Exit destination in the Project Status box, middle of the page.
Let us know if you have any questions.