Enrollments

Purpose

• Enroll participants in specific program instances after eligibility determination
• Track participant services and outcomes

Prerequisites

• Complete Supplemental and Assessment forms
• Determine participant eligibility
• Optional: Set program-specific enrollment rules

Steps to Add New Enrollment

• Search for participant
• Select correct Work Template
• Click "ENROLLMENTS & THEIR SERVICES"
• Click "ADD NEW" icon
• Complete enrollment form, including:
  • Program
  • Program Instance
  • Start/End Dates
  • Participants
  • Qualifying Income
  • Enrollment Status

Enrollment Status Options

• Pending
• Enrolled
• Waitlist
• Transferred

Viewing Enrollments

• Dashboard: Recent enrollments across programs
• Enrollments Landing Page: Program-specific enrollments

Key Notes

• Enrollment is for specific program instances
• Permissions managed by administrator
• Can enroll individual or household members
• Linked to supplemental forms and assessments