This guide provides a comprehensive walkthrough of the enrollment process for families connected to external providers within CareConnect. Follow these step-by-step instructions to efficiently manage the enrollment of new students and families.
Enrolling a Family
To initiate the enrollment process for families with external providers, follow these steps:
Step 1: Access Provider Enrollment
- In your CareConnect environment, navigate to the Students module.
- On the left sidebar, locate and click the Provider Enrollment section to access the Provider Enrollment student list.
Step 2: Initiate Enrollment
Within the Provider Enrollment section, find the +Add button. Clicking this button presents you with two enrollment options:
- Enroll Family: Use this option to enter comprehensive information for students and families. This process spans three steps: adding a student, adding a parent, and adding another contact.
- Quick Add Student: This option is designed for swift enrollment of individual students with minimal information.
Choose the Enroll Family option to proceed with a thorough enrollment process.
Step 3: Add Students / Schedule
- Click Add Student to begin entering details for a new student. Complete the necessary fields including:
- Name: Student's full name
- Date of Birth: Student'sdate of birth
- Race: Student's Race
- Ethnicity: Student's Ethnicity
- Current Site:
- Decide whether to add the student's schedule. If needed, provide schedule details such as:
- Program: Enrolled program
- Period start and end date: Enrollment start and end date
- Provider: Assigned provider for the Care Schedule
- Click Save to confirm the student's schedule.
- Proceed to Step 2 or repeat Step 1 by clicking the Add Student button to add other siblings on the 3-step summary page.
Step 4: Add Parents / Guardians
Click Add Parents/Guardians to add a new parent to the family. Provide relevant information, including:
- Name: Parent's full name
- Responsibility: Parent's role (Parent A, Parent B, Other)
- Relationship: Parent's relation to the student
Proceed to Step 3 or repeat Step 4 by clicking the Add Parents/Guardians button to add a second parent/guardian.
Step 5: Add Other Contacts
Click Add Other Contacts to include additional emergency contacts for the family. Enter contact details similar to Parents/Guardians.
Repeat Step 5 if more emergency contacts need to be added.
Step 6: Complete Enrollment
- Once all three steps are completed, click Save to finalize the family's enrollment.
- Note: After clicking Save, if you've entered a parent's cell phone or email, you will be asked if you'd like to send the parent an invitation. To learn more about this process, click here.
- You will be redirected to the newly added student/family page.
By following these steps, you ensure accurate and efficient enrollment of families with external providers in CareConnect. This process enhances the overall management and communication for these families.