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Participants: Demographics, Enrollment, Families
Managing Participants, their Demographics, and Enrollment in Programs, Families, and Caseloads
54 articles
Participants | Main Page
Duplicate Participants | Main Page
Merge Duplicates | Duplicate Participant
Participants: Find Participant#Participants
Participants: View Participant Info#Participants
View/Edit Participant#Participants An overview of the View/Edit Participant Screen
Participants: Add New Participant#Participants
Participants: Enroll Participant#Participants #Enroll
Participants: Dismiss Participant#Participants #Program Enrollment
Active, Enrolled, and Dismissed Participants#Participants #Enrollment #Program
Participants: Enterprise Enroll#Participants
How to find Participant Site ID from the UI#Participant Site ID #Case Number #CLID
How to Enable Participant Photos#Participants #Photo
Participants: Dismiss Participants by Date#Participants #Dismiss
Participant Match | Entity and Participant#Participants #Contacts
Add New Participant Alert | Duplicate Participant#Participants
Participant Audit Report#Participants
How Can I 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
Participant(M) TouchPoints Show Duplicate Records When Participants are Merged#Participants #DuplicatedParticipants
Participants | Main Page#Participants #Mainpage
Participants: Add Demo by Group#Participants Update demographics for multiple Participants at one time.
Demographics: Entity Cross Reference
Manage Demographics#Participants
Creating Custom Demographics#Participants
Custom Demographics: Scope Levels#Participants
Duplicate Check Settings#Participants This feature allows you to customize criteria that triggers a duplicate Participant alert.
Match Case Number & Participant Site ID#Participants Set Case Number and Participant Site ID to the same value
Required Address not Required in Address History#Participants
How to Collect Address History#Participants
Manage Demographics: Allow Quick Search#Participants #Demographics Search by demographic
Manage Demographics: Re-order Demographics#Participants
Participant History: Program History#Participants A review of the Participant Program History page.
Participants: Edit Participant Program History#Participants
Delete Program History#Participants
Manage Programs: Auto-Dismiss Participants#Participants Auto-Dismiss Participants feature allows for Participants to be automatically dismissed from a Program when they meet criteria
Deleting Accidental Program Dismissal#Participants
Enrollment: Future Enrollment Period Renders Participant Active at Current Date#Participants
How to Set Default End Date for Dismiss Participants#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) (NEW)#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 | Delete, Disabling, and Removing Families and Family Members
Families | Manage Family Demographics: Relationship Availability#Participants
Families | Creating a Family with New Participants#Participants
Families | Adding a NEW Participant to a pre-existing Family#Participants
Families | Adding a New Family with Existing Participants#Participants
Families | View/Edit Families#Participants Families
Families | Quick Family Links#Participants
Families | Manage Family Settings#Participants