Unlinking a Service from a Project Enrollment
Introduction There will be certain occasions in which a Service will need to be removed from a client's enrollment. Sometimes Agency Administrators are unable to delete a project enrollment because the trashcan icon next to the project name in the Programs Page is not visible. As seen below: This video co…
Deleting Services
Background Services may need to be deleted when they were entered incorrectly or the same service was entered multiple times. Follow the steps below to delete services that should not be a part of the client's enrollment record. Instructions: Deleting Services Step 1 : Search for the name of the client and click…
Deleting Program Enrollment
Background Deleting Program Enrollment In some cases, a client may have duplicate enrollments due to a client profile merge or data entry error. The user will need to reach out to their Agency Administrator to assist with deleting the duplicate program enrollment. Please keep in mind that only Agency Administrators…
