End a client enrollment in a group
End-dating a client's Group Enrollment ends their enrollment as of that specified date.
Prerequisite: In Program Setup, in the Setup section, select Enrollment Required to Receive Services for the program that is linked to the group, and select the option to require enrollment to receive services.
- Go to: Groups > Group > Information > Enrollments.
- In the Select Group field, select the magnifying glass and search for and select a group.
- A list of completed client enrollments displays, as well as any scheduled group events.
- Use the Unit/Class drop-down to toggle between the enrollments of the different units or classes.
- Find the group member to unenroll, select the Actions drop-down and choose Open Form.
- Enter the End Date-Time that this client should no longer be included in this Group.
- If group services were entered prior to the client's enrollment end date, the system displays a warning message and lists the group services that occurred outside of the group enrollment dates.
- To see the conflicting service event details, choose the Actions drop-down, then select View Event.
- Select Print to print out a list of these events.
- If group services were entered prior to the client's enrollment end date, the system displays a warning message and lists the group services that occurred outside of the group enrollment dates.
- Save the changes.