Client: Add Enrollments

This article will walk you through the steps to Add Enrollments to a Client Record.

Add Client Enrollments

1. Click the +(Plus) icon next to the house icon for the first location to expand.
2. Select Clients.
3. Select the Client you want to work with and click Edit from the top menu.
   
    
4. Select the Enrollments tab. Click Add.
   
    
5. Select the Funding Source dropdown on the newly added line item.
   
   
    
6. Change the Enrolled date, if needed. Add in an ID w/Funding Source, if needed. Change the Insured's Name, if needed.
   
    
7. Enter your Top Invoice Note and Bottom Invoice Note, if you send out your own Invoices from the system. This is not required.
   
    
8. Click Save or Save & Close when finished.
   

    

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