Closing an Enrollment

You can close any Enrollments by selecting them from the list within the Enrollments screen or from the Summary screen. This will open the Enrollment details screen where you can select the end date and close the Enrollment.

The end date of the Enrollment cannot be in the future. If you try to close an Enrollment with a date in the future, an error message will show.

All forms within an Enrollment must be saved for that Enrollment to be closed. There will be a notification message at the bottom of the screen explaining what needs to be completed before closing the Enrollment.

An Enrollment cannot be closed before the date of the last form within that Enrollment. Once closed, no further forms can be completed for that Enrollment.

Click Close Enrollment at the bottom of the screen and the Enrollment will update.

Closed Enrollments can be found using the Historical toggle at the top right of the Enrollments screen.

An Administrator can reopen any closed Enrollments, if required.