Creating a Program Enrollment

Creating a Program Enrollment 

Before creating a program enrollment:

• Ensure to search for the clients Clarity profile. 
  • If they were not found to be in the system already, create a new client
  • If there were additional household members, create a household.

1. Navigate from the Client Profile page to the Programs tab.  This tab containsinformation about current and past Enrollments. 
    a. Click the Add button to add a new enrollment.

2. Select the program to enroll client and select Next.

3. Complete the Program Enrollment assessment and click Save at the bottom of the assessment.

• Be sure to enter the correct Project Start Date for the enrollment.

For Street Outreach and Coordinated Entry Programs, during the Program Enrollment workflow, there will be a step to complete the Current Living Situation Assessment.

4. For ALL other programs, the next step in the Program Enrollment workflow, is the include any additional Household members.

• Toggle on all household members to be included in the enrollment. 
  • Please remember the household must be created before additional members can be added to the Head of Household's enrollment.
• Then click Next

5. Complete the Entry Screens for additional household members. 

• Be sure to change the Project Start Date to the correct date!
• Then click Save

6. And finally, do not forget to click COMPLETE!

Notes:

1. It is also important to carefully explain and collect accurate Prior Living Situation information.
2. Permanent Housing projects will see a field for the Housing Move In Date (HMID). If this does not coincide with the Program Entry date this should be left blank and filled in once the HMID becomes known.
3. Street Outreach and Coordinated Entry Projects will see a Current Living Situation Assessment in the workflow.
4. Emergency Shelter-Night by Night and Street Outreach projects will see a date of engagement field. This field may be left blank until the client is fully engaged.
5. Other funding sources and project types, including those funded by the VA, RHY, SAMHSA, or DEHCR HCMS may have additional enrollment screen questions.
6. Once all of the fields are complete, you will be prompted to save, or move on to the next household member. If there are any missing fields, Clarity will require you to return and provide a response.

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