How to enroll and unenroll clients in a program 

Video Walkthrough

How to Un-Enroll a Client from a Program

Step 1: Select Enrollment in the Activity log 

Step 2: Select Exit Enrollment

Step 3: Complete Un-Enrollment selection (this will vary by how your site has been configured by your leadership team) 

If there are any missing steps within the Program, such as closing assessments, completing forms, you will see the below Errors in Enrollment tracked: 

How to Enroll a Client in a Program 

Step 1: Select Enrollment in the Activity log 

Step 2: Select New Enrollment

Step 3: Select the new Program to enroll the client in as well as the date the enrollment began:

Step 4: Select Save

You will now be able to create activities and assessments related to the new program.