SureImpact tracks each time a client is enrolled or un-enrolled in a program. SureImpact enables you to delete each enrollment or un-enrollment.
This feature allows you to edit a client’s program enrollment date and unenroll clients from a program.
- Within a client record, click Programs. The Enrolled Program History table now displays all programs the client has ever been enrolled in and the date(s) they were enrolled in or unenrolled from the program.
- Click Edit next to the desired program.
- Select the desired Enrollment Date in the date picker, and then click Next.
- In the date picker, select the desired Enrollment Date, and then click Next.
- Note: If you don’t want to change the Enrollment Date, simply click Next without selecting a date on the date picker.
- In the date picker, select the desired Unenrollment Date, and then click Next.
- Note: If you don’t want to unenroll the client from the program, simply leave the date picker blank and click Next.
- Once you have clicked Next, a confirmation dialog box will display any show you all program enrollment or unenrollment dates you have selected to edit. If you are sure you want to proceed to change the program enrollment and unenrollment dates, click Save.
- The Enrolled Program History table now displays all programs the client has ever been enrolled in and the date(s) they were enrolled in or unenrolled from the program.
Note: You can sort the columns in the Enrolled Program History by clicking the arrows at the top by clicking these arrows.