How to Enroll a Client in a Program?



  1. From within a client record, click Programs, and then click Enroll

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  2. Select the desired date in the date picker, and then click Save Custom Date

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  3. In the Select Programs for Enrollment dialog box, select the desired program(s) to enroll the client on the date you selected.  

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  4. Click the desired program(s), and then click Save Changes.  

    Note:
    You can search for the desired clients in the Search field, or you can use the scroll bar to scroll through the entire list of clients and select the desired clients.