Enroll a Community Member in a Program

Enroll a Community Member in a Program 

Enrolling a community member in a program allows your organization(s) to monitor and report back on the community members that have been supported by a program your organization offers. Use this enrollment to update and keep track of community member milestone and program notes.

1. Open a community member record. 

2. Select Add in the Program Enrollments box.

3. Select the Program you are enrolling in. 
   
   Note - You are only able to enroll community members into programs that your organization is involved in. You are only able to enroll community members into programs that your organization is involved in.
    

4. Assign a Case Manager (optional). 

5. Adjust the privacy settings. 

6. Add Notes, Milestones, Benefits and Documents.
   
   Note - Milestones and Benefits are pre-defined when your organization’s administrator creates a program.
    

7. Save your enrollment.