Editing an Enrolled Member
You can update a member’s enrollment details at any time. This is useful when referral information changes, a case manager requests an update, or the member’s required services need to be adjusted.
In the Organization Management Module, select Enrolled Members from the side menu.
The Enrolled Members page will be displayed.
Find the member whose enrollment you want to update. Click the three‑dot menu beside the member's name. Select Edit Enrollment from the drop-down list of options
Find the member whose enrollment you want to update. Click the three‑dot menu beside the member's name. Select Edit Enrollment from the drop-down list of options
The Edit Enrolled Member pop-up form will be displayed.
The Edit Enrollment screen allows you to update:
Referral Company
Case Manager
Case Number
Meetings per Month / Year
Referral Company
- Use the drop-down list to find and select the company or organization referring the member.
- This list is managed on the Referral Companies page.
Case Manager
- Use the drop-down list to select the team member responsible for the case.
Case Number
- Your internal tracking number (optional).
Meetings per Month / Year
- Indicates the number of free meetings the member receives per month or per year, based on your service agreement.
Update the Services
Choose the meeting types that apply to this member. Selecting services does not limit what the member can access. All enrolled members have full access to every meeting type assigned to your organization.
The services you select here serve two purposes:
The services you select here serve two purposes:
- They appear in the Upcoming Meetings email that you can choose to send to the member.
- If you mark a service as Mandatory, group leaders will be able to comment on the member’s participation in that service.
After making updates, click Update Enrollment to apply the changes. The enrollment record updates immediately.
