HOW TO: Complete Intake, Agreement Signatures, and Enrollment Confirmation

Users will complete the final steps of the enrollment process by completing the intake questionnaire, collecting the participant’s agreement signature, and confirming the participant’s enrollment month in the program.

To complete the enrollment process, users must take the following steps:

1. Ensure that all required intake information for this referral has been captured — all of the information from the above section will flow to the Participant Profile, which users can update at any time in the future.
2. Upload the participant’s signed agreement.
3. Confirm the date of agreement signature and the enrollment month.

Follow the step-by-step guide to complete the enrollment process: