Go to ETO
All Collections
Participants: Demographics, Enrollment, Families
Participants: Demographics, Enrollment, Families
Managing Participants,their Demographics, and Enrollment in Programs, Families, and Caseloads
+5
54 articles in this collection
Written by
Taylor Roderick,
Starla,
Bekah K.
and 5 others
Participants | Main Page
#Participants #Mainpage
Written by
Sarah Smith
Updated over a week ago
Participants
Participants | Main Page
Written by
Bekah K.
Updated over a week ago
Duplicate Participants | Main Page
Written by
Bekah K.
Updated over a week ago
Merge Duplicates | Duplicate Participant
Written by
Bekah K.
Updated over a week ago
Participants: Find Participant
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Participants: View Participant Info
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
View/Edit Participant
#Participants An overview of the View/Edit Participant Screen
Written by
Izzy
Updated over a week ago
Participants: Add New Participant
#Participants
Written by
Taylor Roderick
Updated over a week ago
Participants: Enroll Participant
#Participants #Enroll
Written by
Taylor Roderick
Updated over a week ago
Participants: Dismiss Participant
#Participants #Program Enrollment
Written by
Taylor Roderick
Updated over a week ago
Active, Enrolled, and Dismissed Participants
#Participants #Enrollment #Program
Written by
Starla
Updated over a week ago
Participants: Enterprise Enroll
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
How to find Participant Site ID from the UI
#Participant Site ID #Case Number #CLID
Written by
Kristen Farnsworth
Updated over a week ago
How to Enable Participant Photos
#Participants #Photo
Written by
Bekah K.
Updated over a week ago
Participants: Dismiss Participants by Date
#Participants #Dismiss
Written by
Kristen Farnsworth
Updated over a week ago
Participant Match | Entity and Participant
#Participants #Contacts
Written by
Taylor Roderick
Updated over a week ago
Add New Participant Alert | Duplicate Participant
#Participants
Written by
Izzy
Updated over a week ago
Participant Audit Report
#Participants
Written by
Izzy
Updated over a week ago
How Can I Delete Participants?
#Participants
Written by
Taylor Roderick
Updated over a week ago
Delete Fakes
#Participants - This feature will allow you to delete any Participant, Entity, or POS element with the name of “Fake.”
Written by
Izzy
Updated over a week ago
Manage Add Participant/Family
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Participant(M) TouchPoints Show Duplicate Records When Participants are Merged
#Participants #DuplicatedParticipants
Written by
Taylor Roderick
Updated over a week ago
Demographics
Participants: Add Demo by Group
#Participants Update demographics for multiple Participants at one time.
Written by
Taylor Roderick
Updated over a week ago
Demographics: Entity Cross Reference
Written by
Bekah K.
Updated over a week ago
Manage Demographics
#Participants
Written by
Taylor Roderick
Updated over a week ago
Creating Custom Demographics
#Participants
Written by
Taylor Roderick
Updated over a week ago
Custom Demographics: Scope Levels
#Participants
Written by
Taylor Roderick
Updated over a week ago
Duplicate Check Settings
#Participants This feature allows you to customize criteria that triggers a duplicate Participant alert.
Written by
Izzy
Updated over a week ago
Match Case Number & Participant Site ID
#Participants Set Case Number and Participant Site ID to the same value
Written by
Andre Harness
Updated over a week ago
Required Address not Required in Address History
#Participants
Written by
Taylor Roderick
Updated over a week ago
How to Collect Address History
#Participants
Written by
Taylor Roderick
Updated over a week ago
Manage Demographics: Allow Quick Search
#Participants #Demographics Search by demographic
Written by
Andre Harness
Updated over a week ago
Manage Demographics: Re-order Demographics
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Programs
Participant History: Program History
#Participants A review of the Participant Program History page.
Written by
Izzy
Updated over a week ago
Participants: Edit Participant Program History
#Participants
Written by
Andre Harness
Updated over a week ago
Delete Program History
#Participants
Written by
Starla
Updated over a week ago
Manage Programs: Auto-Dismiss Participants
#Participants Auto-Dismiss Participants feature allows for Participants to be automatically dismissed from a Program when they meet criteria
Written by
Taylor Roderick
Updated over a week ago
Deleting Accidental Program Dismissal
#Participants
Written by
Dakota Crespo
Updated over a week ago
Enrollment: Future Enrollment Period Renders Participant Active at Current Date
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
How to Set Default End Date for Dismiss Participants
#Participants
Written by
Taylor Roderick
Updated over a week ago
Participant Eligibility (Add-On)
#Participants #Account Manager #Add-On #Eligibility
Written by
Kristen Farnsworth
Updated over a week ago
Confidential Programs
Confidential Programs | Participants: Find Participant (C)
#Participants confidential, Participant search, Site search
Written by
Kristen Farnsworth
Updated over a week ago
Confidential Programs | Enroll Participants (C) (NEW)
#Participants – confidential Program, quick search, enroll Participant
Written by
Kristen Farnsworth
Updated over a week ago
Confidential Programs | Quick Search
#Participants
Written by
Taylor Roderick
Updated over a week ago
Confidential Programs | Find Participants (C) vs. Find Participants
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Families
Families | Main Page
Written by
Bekah K.
Updated over a week ago
Families | Delete, Disabling, and Removing Families and Family Members
Written by
Bekah K.
Updated over a week ago
Families | Manage Family Demographics: Relationship Availability
#Participants
Written by
Taylor Roderick
Updated over a week ago
Families | Creating a Family with New Participants
#Participants
Written by
Izzy
Updated over a week ago
Families | Adding a NEW Participant to a pre-existing Family
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Families | Adding a New Family with Existing Participants
#Participants
Written by
Bekah K.
Updated over a week ago
Families | View/Edit Families
#Participants Families
Written by
Bekah K.
Updated over a week ago
Families | Quick Family Links
#Participants
Written by
Kristen Farnsworth
Updated over a week ago
Families | Manage Family Settings
#Participants
Written by
Kristen Farnsworth
Updated over a week ago