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Re-Enrollment Report The Re-Enrollment Report identifies clients based on their remaining enrollment hours. Run it monthly to find the clients who are nearing the end of their enrollment, ensure adequate follow-up and client care, plan direct ...
Cancelling Enrollments where you will be Keeping Some of the Pre-paid Funds
Video <br> Context & Steps Why would we close an enrollment this way? Here are a few reasons: - Hours have expired so clients lose access to those purchased hours - Client has gone missing and can not be reached after a ...
Closing Enrollments
There are a few different ways that an enrollment will close. Program Completed: When all hours are used and the enrollment is finished. It will automatically change the status to Program Completed and move the enrollment to the CLOSED ENROLLMENT ...
Managing enrollments with negative pre-paid values (opening & closing)
Enrollment Process
If you found this video helpful, check out these other resources! Understanding Enrollment Scenarios Enrolling a Client