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home/Knowledge Base/Enrollment/How to configure, record and report on End of Care reasons
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How to configure, record and report on End of Care reasons

21 views 0 August 15, 2022

Overview

Our end of care / end program process allows you to provide a reason why a child would be ending their program. This guide will show you how to configure end of care reasons, select them while ending care and access reporting.


Configuring End of Care Reasons

1. Go to ‘Settings’ and select ‘Features’ and then ‘Enrollment’.
2. Towards the bottom of the page you will see a space to enter your custom end of care reasons.
3. There is also the ability to enable or disable an option to provided a typed reason for ending care.


Selecting an End of Care Reason

1. Navigate to the Enrollment Manager and select a child you wish to end care for.

2. On the final step of the wizard you will have a drop down to select from the reasons you’ve configured or select ‘Other’ and type an answer if you’ve enabled that option.


Reporting on End of Care Reasons

1. Navigate to ‘Analytics’ and select the ‘End of Care Reasons’ report in the Enrollment Reports section.
2. Configure the filters and run the report. The reasons for end of care will be displayed. Records missing a reason either did not have one selected or existed prior to the End of Care reasons feature release.

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Enrollment
  • How to configure, record and report on End of Care reasons
  • Transfer a child to another location and create program intents
  • Enable ability to Auto Generate Enrollment Fees
  • Automatically add Enrollment Fees during program sign-up
  • How to link children as siblings
  • How to send parents their Activation Email
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Popular Search:Enroll a child