User's Manual

Enroll a Contact, cont.
Demographic Data
1. Enter the Contact’s information.
All fields with red asterisks (*) are required fields.
Report Options
2. Enter an email address where the selected reports will be sent.
3. Choose Daily Event Summary Report and/or Case Management Activity Report.
Default Notification Options
4. Select the type of Notification you would like to be your default method. The notification method is
dependent upon the information that you enter into the Notification Email or Text Message fields.
Pager
Fax
E-mail
Text Message
Finish Enrollment
5. When you have completed the form, click Save.
Issue Date: 8/19/2015
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