Managing Enrollments

To enroll a client, you simply need to complete the INTAKE workflow.

To correct a mistake on a client's enrollment or entry assessment, you just need to find the enrollment record then click the action button to select "EDIT ENROLLMENT". You can then proceed to the screen where you need to correct information.

If you enrolled a client by mistake, you can click the action button to select "VIEW / DELETE MEMBERS". From this screen, you can delete the client and anyone else accidentally enrolled.