All Collections
Help Articles
ETO Administration
Program Administration
Confidential Programs | Enroll Participants (C)
Confidential Programs | Enroll Participants (C)

#Participants – confidential Program, quick search, enroll Participant

Updated over a week ago

This feature works in exactly the same way that Enroll Participant does, only Participants that have Program history in a confidential Program will not show in the search results unless the User has access to that confidential Program.

Enroll Participant (C) provides the User the opportunity to enroll a Participant from the Site into the currently selected Program. Remember that Participants who are currently active in the selected Program will not be returned in the search results. 

Making Programs Confidential

Site Administrators have the option to make Programs confidential on the Manage Programs page. Examples of Programs that might use this option include those providing services to Participants with health concerns or whose safety may be at stake, such as survivors of domestic violence.

Searching in Confidential Programs

The Find Participant and Enroll Participant features both allow Users to search across all Programs in a Site, regardless of which Programs they can access. When set up properly, confidential functionality will prohibit Users from searching into confidential Programs they don't have access to.

Once confidential functionality is set up for a Site/Program in your Enterprise, Find Participant (C) and Enroll Participant(C) should both be added to the Navigation Bar. The original Find Participant and Enroll Participant features should then be removed from the Navigation Bar.

Quick Search

The Quick Search across the Site will also be marked with a (C) to reflect the confidential features available on the Navigation Bar.

Participant Program History

The Participant Program History page will not include any enrollments in confidential Programs, unless the User has access to those confidential Programs.

Neither confidential feature will display the Participants’ SSN, DOB, or any other sensitive data in the search results.

Did this answer your question?