Group Batch Enrollment
Learn how to enroll multiple clients in a Group at one time.
- Go to Groups > Group > Information > Batch Enrollment.
- Choose Select Group to search for and select the Group that these clients will be enrolled in.
- Use the Unit/Class drop-down to locate the correct unit or class, if applicable.
- Under Enrollment Information, select the Schedule and Enrollment Date-Time to apply to the potential group clients.
Note: The End Date-Time is used to unenroll clients from the group. - Use the Enrollee Search Criteria section to filter down the client results. If you do not select any filters, the system will find all individuals in the system that match the criteria.
- Use Ex-Enrollees - This filter will return only those individuals previously enrolled in the selected group.
- Member Type and Member of Group - These filters will return only those individuals placed in the particular service facility, attendance institution, agency school, family, case, contract facility, or foster home selected.
- Eligibility / Classification - This filter will return only those individuals with the value entered.
- Last Name Begins With - This filter will return only those individuals with the last name beginning with the text entered.
- Gender - This filter will return only those individuals with the specified gender.
- From Age/Thru Age - This filter will return only individuals within the specified age range.
- Is Client - This filter will return only individuals who are clients and can be used when the group is linked to a program that does not require enrollment to receive services. When using a group that does require enrollment, by default only clients will be returned.
- Is Staff - This filter will return only individuals who are staff and can be used when the group is linked to a program that does not require enrollment to receive services.
- After completing the desired search filters to retrieve the group enrollees, select Get Enrollees.
- The search results display under the Enrollees section. Flag each of the individuals to enroll into the group.
- To select all individuals for group enrollment, select Mark All. To deselect all individuals, choose Un-Mark All.
- Save when finished making your selection(s).