Managing enrollments with negative pre-paid values (opening & closing)
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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 ...
BANG: Re-Enrollment Process
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 ...
Cancelling Enrollments
Closing Your Own Tickets/View Open Tickets