• Enrolling Clients and Households in Programs

    Once you have determined the appropriate program for your client, the next step is the program enrollment process. For more information on program eligibility, please refer to the program eligibility section. Getting Started To begin the program enrollment process, click on the Programs tab in the top menu of the client record. This area contains two sections: Program History Programs: Available Program History ...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline Households label_outline For Basic Users
  • How do I add a new household member to the Program?

    This section discusses how to add a new household member to a program. Adding a New Household Member to a Program Prior to enrolling a household member into a program, the client must first be added to the Family/Household group.  For more detailed information, please review the article explaining how to create a family/household in the Working With Clients section of the help portal.   After you add the client to...

    label_outline Getting Started label_outline Programs label_outline Households label_outline For Basic Users label_outline Animation label_outline Household label_outline Program label_outline add a new household member
  • How do I exit a client from a program?

    This section discusses how to exit a client and household members from a program. Exiting a Client To exit a client from a program, go to the Programs tab from the client’s record, mouseover the program name, and select the Edit icon that appears to the left.  Once you are in the program edit screen, click the Exit button to the right.  Open Services If the client is scheduled for services that will occur after t...

    label_outline Getting Started label_outline Programs label_outline For Basic Users label_outline Animation label_outline Household label_outline Exit label_outline Enrollment
  • How do I remove a program exit record?

    This section discusses the removal of a Program Exit record. Removing a Program Exit In some cases, a client or household may be unintentionally exited from a Program and the user may need to remove the exit event to reactivate the Program Enrollment.  Please note that this process is not intended for clients returning to the program to re-enroll.  In those cases a new program enrollment is needed. To remove a pro...

    label_outline Getting Started label_outline Programs label_outline For Basic Users label_outline Enrollment label_outline Exit Screen label_outline Program Exit
  • How do I manage a client’s general Program History?

    This section discusses how to view and manage a client's Program History. Managing a Client's Program History The general Program History provides several important functions. These include the ability to edit programs that are affiliated with your agency, and the ability to view information regarding programs that are affiliated with other agencies. To begin, go to the Programs tab of the client record. This will...

    label_outline Getting Started label_outline Programs label_outline Clients label_outline For Basic Users label_outline History label_outline Program History label_outline Animation label_outline Service History