The basic components of Enrollment include Program Name, Begin Date, and End Date. An Enrollment can be associated with Assessments for reporting purposes.

The function performed by an Enrollment may come under a number of different names, so it is important to think in terms of function. Many items, such as Assessments, need to be associated with an Enrollment in order for reporting to work properly.

An Enrollment is often used to mark a range of time for measuring outcomes.

Navigation

Navigate to the Client Workspace and select Enrollments from the menu.

Adding a New Enrollment

1. From the Enrollments page, select Add New.

2. Enter the Enrollment Date.
3. Select the Program to enroll the Client in.
4. If you wish to associate the Enrollment with a Grant, select the correct Grant. This is often used for Reporting purposes.
5. Change the Relationship to Head of Household and Case Manager, if necessary.

6. The next section allows you to associate the Enrollment with an Assessment. This section uses the Assessment plugin which you will see on many forms that use Assessments. Select the magnifying glass icon to search for existing Assessments or create a new Assessment.
7. Use the checkboxes to initiate a follow-up, if necessary.

Once an Enrollment is created, it will appear on the Enrollments page. Selecting the Action button will allow you to:

• Edit the Enrollment information entered when the Enrollment was created.
• Case Members, Goals, Action Plan, and Services are all used to collect their respective data points with a reference to the Enrollment.
• When the Enrollment period has ended, select Exit the Enrollment or Exit Workflow. This will prompt for some data related to exiting the Enrollment.
• To delete the Enrollment entirely, select Delete Enrollment.