Programs

HOW to manage programs

View Client Programs
1. Open client profile 2. Select the Programs tab 3. All Programs client is enrolled in will be listed in main screen
Fri, Mar 1, 2019 at 10:23 AM
Delete Program(s)
1. Open client profile 2. Select the Programs tab 3. Locate the Program you wish to delete - use the Type and Status filters on the left to help locat...
Fri, Mar 1, 2019 at 10:29 AM
Add Client to Program(s)
1. Open client profile 2. Select the Programs tab 3. Click Add Program(s) to expand 4. Click the Start typing program(s) name… text field 5. Select op...
Fri, Mar 1, 2019 at 10:32 AM
View Program History
1. Open client profile 2. Select the Programs tab 3. Click the Program History toggle button 4. Programs that have ended or are currently running wi...
Fri, Mar 1, 2019 at 10:35 AM
Edit Client Program Information
1. Open client profile 2. Select the Programs tab 3. Locate the Program you wish to edit  4. Click the Program box to expand  5. Make any appro...
Thu, Sep 19, 2019 at 8:38 AM
Eligibility Calculator
1. Open client profile 2. Select the Programs tab 3. Click Eligibility Calculator on the right 4. Screen overlay will appear 5. Programs for which the...
Sat, Mar 2, 2019 at 5:36 AM