How to create a program enrollment

Author: Betty Notto | Date Created: June 23, 2025 | Date Update: July 1, 2025

What this is

This is an overview of the steps to create a program enrollment.

What you need to know

This article is meant for projects using the intake button in the Client Workspace to create an entry assessment and NOT for Coordinated Entry or Diversion projects.

Follow these steps

Follow the instructions in Searching for a Client to locate an existing client.
Go to the Client Workspace and click the Intake menu to start the Client Enrollment process.

If you found the Client during your search, click Use the Current Client. If you didn’t find them, click Add a New Client and follow the instructions in Adding a New Client article to create a new client record.
Review and update the Basic Client Information (if needed). Check and update the Family Information, then click Save & Close.

Tip: If you need to add a family member, follow the steps in the "Add a Family Member" article.

Choose the project from the drop-down menu on the Program Enrollment form.

If you don’t see the project, make sure you’re in the right workgroup and organization.

If applicable, select any State or Local Grants tied to your client's enrollment

Scroll down to the Household Section and check the box next to the household members you want to include in the enrollment. Change the project start date if needed.

Fill out each form within the workflow including the Universal Data Assessment, Barriers (if displayed), Domestic Violence Assessment, Income and Non Cash Benefits, and any remaining program specific assessments.
Click Save when done.

If any Barrier is marked as “Indefinite = Yes,” the Disabling Condition field must also be “Yes.”

Repeat steps 6-7 for each household or family member.

Some assessments will only show up for certain people (like the Head of Household or adults only).

After finishing all household members, click Finish to complete the Intake.

Important! If you leave the workflow without clicking Finish, it could cause data problems.