Participants: Demographics, Enrollment, Families

Managing Participants,their Demographics, and Enrollment in Programs, Families, and Caseloads

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51 articles in this collection
Written by Taylor Roderick, Starla, Bekah K. and 3 others

Participants

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

Written by Kristen Farnsworth
Updated over a week ago

Participants: View Participant Info

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

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

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

Written by Izzy
Updated over a week ago

Participant Audit Report

Written by Izzy
Updated over a week ago

How Can I Delete 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

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

Manage Demographics

Written by Taylor Roderick
Updated over a week ago

Creating Custom Demographics

Written by Taylor Roderick
Updated over a week ago

Custom Demographics: Scope Levels

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

Written by Taylor Roderick
Updated over a week ago

How to Collect Address History

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

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

Written by Andre Harness
Updated over a week ago

Delete Program History

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

Written by Taylor Roderick
Updated over a week ago

Enrollment: Future Enrollment Period Renders Participant Active at Current Date

Written by Kristen Farnsworth
Updated over a week ago

How to Set Default End Date for Dismiss 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

Written by Taylor Roderick
Updated over a week ago

Confidential Programs | Find Participants (C) vs. Find 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

Written by Taylor Roderick
Updated over a week ago

Families | Creating a Family with New Participants

Written by Izzy
Updated over a week ago

Families | Adding a NEW Participant to a pre-existing Family

Written by Kristen Farnsworth
Updated over a week ago

Families | Adding a New Family with Existing 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

Written by Kristen Farnsworth
Updated over a week ago

Families | Manage Family Settings

Written by Kristen Farnsworth
Updated over a week ago