Understanding Enrollments or Entry/Exits

When clients begin to receive services from a program and to enter data for a client, users must enroll them in their project. Enrollments can be viewed in the Summary or Entry/Exit tab.

Each row represents one enrollment record.

Clicking "Add Entry/Exit" creates a new enrollment.

1. Households link clients that are receiving a service together. These must be established upon enrollment
2. Provider selected is the specific project the client is receiving services from.
   • Users many only select projects in their own agency, with the exception of CES Housing Resource Specialists. 
   • The projects available for selection is determined and provided by the user's ATA. 
3. Type indicates the federal funder of the project. 
4. Project Start Date is the date the client has provided data sharing consent and have started receiving services from the project.

Clicking Save & Continue then creates the new enrollment and directs you to the entry assessment.

All data that is associated with the same enrollment must be entered within this row's pencil or notepad icons. 

Each row represents an enrollment to a specific project, found in the Program column.

Projects use a naming convention that follows the formula,"Agency - Project Type/Name and/or Funder (Project ID#)" For example, see the following breakdown of the programs in the screenshots above:

*Users should only be entering or changing data for their agency. 

• Depending on the visibility settings of the user, agency, or program, users may not see all the enrollments a client may have at one point.
• When visibility is opened, all users will be able to view all the client's enrollments.
• However, visibility to enrollments also means the user may edit or delete any enrollment they see. Under no circumstances should a user edit or delete another provider's enrollment.