How to Enroll and Unenroll Clients in a Program

This guide provides a step-by-step walkthrough for enrolling and unenrolling clients in a program, including how to address potential errors during the process.

Video Walkthrough

1. How to Unenroll a Client from a Program

Step 1: Navigate to the Client’s Profile

• Open the client’s profile and go to the Activity Log.
• Select Enrollment.

Step 2: Select Exit Enrollment

• Click on Exit Enrollment to start the unenrollment process.

Step 3: Complete Unenrollment Selection

• Follow the prompts to complete the process.
• Note: The options and fields you’ll see will depend on how your site has been configured by your leadership team.

Handling Errors During Unenrollment

• If there are any missing steps within the program, such as:
  • Closing assessments
  • Completing required forms
• You will see an error message in the Enrollment Tracker.

2. How to Enroll a Client in a Program

Step 1: Navigate to the Activity Log

• Open the client’s profile and select Enrollment in the Activity Log.

Step 2: Select New Enrollment

• Click on New Enrollment to begin.

Step 3: Choose the Program

• Select the program the client will be enrolled in.
• Enter the date when the enrollment began.

Step 4: Save the Enrollment

• Click Save to finalize the enrollment.

Once saved, you will be able to create activities and assessments related to the new program.

Conclusion

This guide walks through both enrolling and unenrolling clients from programs. Remember, your site’s configuration may impact the specific steps or fields you see during the process.

For additional questions or support, feel free to reach out to your site administrator or Persimmony Support.