Enrollments & Services

SUMMARY:

This guide outlines how to manage Enrollments and record Program Services in empowOR via the Work Template.

Adding a New Enrollment

1. Locate Participant:
2. Initiate New Enrollment:
   • Click Enrollments & Their Services in the Work Template.
   • On the Enrollment Landing Page, click the Add New (+) icon next to Enrollments.
3. Fill Out Enrollment Form:
   • Enter required fields.
   • Select participants (individually or Enroll All)
   • Set the Enrollment Status.
   • Click Save & Continue to access additional forms.
   • Alternatively, click Save & Close to finalize the enrollment.

Recording Program Services

1. Pre-Requisite:
   • Ensure enrollment is completed before recording services.
2. Locate Enrollment:
   • On the Enrollment Landing Page, find the enrollment.
   • Click the Add New (+) icon next to Program Services.
3. Fill Out Service Form:
   • Select the service options relevant to the date being entered.
   • Choose options from dropdowns or checkboxes, add units, and click Add.
   • Click Save & Continue to add information in additional tabs (if applicable), or Save & Close to finish.

Note: Follow these steps to ensure services are properly recorded under the appropriate program enrollment.