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Participants: Demographics, Enrollment, Families
Managing Participants, their Demographics, and Enrollment in Programs, Families, and Caseloads
51 articles
Participants | Main Page
Duplicate Participants | Main Page
Duplicate Participants | Merge Duplicates
Find Participant#Participants
View Participant Info#Participants
View/Edit Participant#Participants An overview of the View/Edit Participant Screen
Add New Participant#Participants
Enroll Participant#Participants #Enroll
Dismiss Participant#Participants #Program Enrollment
Active, Enrolled, and Dismissed Participants#Participants #Enrollment #Program
Participants | Enterprise Enroll#Participants
Find Participant Site ID in ETO#Participant Site ID #Case Number #CLID
Participant Photos#Participants #Photo
Dismiss Participants by Date#Participants #Dismiss
Participant Match | Participant and Entity#Participants #Contacts
Duplicate Participants | Add New Participant Alert#Participants
Delete Participants#Participants
Delete Fakes#Participants - This feature will allow you to delete any Participant, Entity, or POS element with the name of “Fake.”
Manage Add Participant/Family#Participants
Participants | Add Demographic by Group#Participants Update demographics for multiple Participants at one time.
Demographics | Entity Cross Reference
Manage Demographics#Participants
Participants | Add Custom Demographic#Participants
Manage Demographics | Scope Levels#Participants
Duplicate Check Settings#Participants This feature allows you to customize criteria that triggers a duplicate Participant alert.
Match Case Number to Participant Site ID#Participants Set Case Number and Participant Site ID to the same value
Collect Address History#Participants
Manage Demographics | Allow Quick Search#Participants #Demographics Search by demographic
Manage Demographics | Reorder Demographics#Participants
Required Addresses in Address History#Participants
Demographic Audit Report#Participants
Participant Program History#Participants A review of the Participant Program History page.
Edit Participant Program History#Participants
Delete Participant Program History#Participants
Manage Programs | Auto-Dismiss ParticipantsAllows for Participants to be automatically dismissed from a Program when they meet date or time criteria.
Participants | Delete Accidental Program Dismissal#Participants
Participants | Future Program Start Date#Participants
Participant Eligibility (Add-On)#Participants #Account Manager #Add-On #Eligibility
Confidential Programs | Participants: Find Participant (C)#Participants confidential, Participant search, Site search
Confidential Programs | Enroll Participants (C)#Participants – confidential Program, quick search, enroll Participant
Confidential Programs | Quick Search#Participants
Confidential Programs | Find Participants (C) vs. Find Participants#Participants
Families | Main Page
Families | Remove Members, Delete and Disable Families
Families | Manage Family Demographics: Relationship Availability#Participants
Families | Add New Family with New Participants#Participants
Families | Add New Participants to Existing Family#Participants
Families | Add New Family with Existing Participants#Participants
Families | View/Edit Families#Participants Families
Families | Quick Family Links#Participants
Families | Manage Family Settings#Participants