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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: View Participant Info
View/Edit Participant
Participants: Add New Participant
Participants: Enroll Participant
Participants: Dismiss Participant
Active, Enrolled, and Dismissed Participants
Participants: Enterprise Enroll
How to find Participant Site ID from the UI
How to Enable Participant Photos
Participants: Dismiss Participants by Date
Participant Match | Entity and Participant
Add New Participant Alert | Duplicate Participant
Participant Audit Report
How Can I Delete Participants?
Delete Fakes
Manage Add Participant/Family
Participant(M) TouchPoints Show Duplicate Records When Participants are Merged
Participants | Main Page
Participants: Add Demo by Group
Demographics: Entity Cross Reference
Manage Demographics
Creating Custom Demographics
Custom Demographics: Scope Levels
Duplicate Check Settings
Match Case Number & Participant Site ID
Required Address not Required in Address History
How to Collect Address History
Manage Demographics: Allow Quick Search
Manage Demographics: Re-order Demographics
Participant History: Program History
Participants: Edit Participant Program History
Delete Program History
Manage Programs: Auto-Dismiss Participants
Deleting Accidental Program Dismissal
Enrollment: Future Enrollment Period Renders Participant Active at Current Date
How to Set Default End Date for Dismiss Participants
Participant Eligibility (Add-On)
Families | Main Page
Families | Delete, Disabling, and Removing Families and Family Members
Families | Manage Family Demographics: Relationship Availability
Families | Creating a Family with New Participants
Families | Adding a NEW Participant to a pre-existing Family
Families | Adding a New Family with Existing Participants
Families | View/Edit Families
Families | Quick Family Links
Families | Manage Family Settings