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Closing Enrollments: Common Errors

When closing an enrollment, the Errors in Enrollment pop-up will appear if there are outstanding issues that must be resolved before the enrollment can be closed. This guide will walk you through the common errors and how to resolve them.

1. Understanding the Errors in Enrollment Pop-Up

When the system detects errors, it will generate a pop-up with the following columns:

  • Item: Identifies the charting item that requires correction.

  • Activity Date: Indicates when the item was charted.

  • Issue: Describes the error that needs to be addressed.

  • Care Plan Need ID: Displays a unique ID if the error is tied to a Care Plan issue.

A screenshot of a computer screen AI-generated content may be incorrect.


2. Common Error Messages and Their Meanings

❌ No Closure Summary

  • What it means: The client’s program requires a Closure Summary assessment, and one has not been added.

  • Action: Add the Closure Summary to the client’s enrollment, complete it, and mark it closed.

❌ Not Closed Form

  • What it means: An assessment in the client’s chart is still open.

  • Action: Locate the assessment using the Item and Activity Date fields, complete all required fields, and close it.

❌ Resource Missing

  • What it means: A Care Plan need is missing a Resource.

  • Action: Go to the Care Plan using the Need ID, locate the need, and assign a Resource.

❌ Problem Outcome Missing

  • What it means: A Care Plan need is missing a Problem Outcome.

  • Action: Go to the Care Plan using the Need ID, locate the need, and assign a Problem Outcome.

❌ Follow Up Missing

  • What it means: A Care Plan need is missing a Follow-Up.

  • Action: Go to the Care Plan using the Need ID, locate the need, and add a Follow-Up.

3. Using the Care Plan Need ID

If a Care Plan Need ID appears in the pop-up:

  • Navigate to the Care Plan section of the Client Profile.

  • Use the ID number to find the exact need or issue that requires attention.

4. Summary of Actions to Take

Issue Type Action Required
No Closure Summary Add and complete a Closure Summary assessment
Not Closed Form Locate the form, complete all required questions, and close it
Resource Missing Assign a Resource to the relevant Care Plan need using the Need ID
Problem Outcome Missing Assign a Problem Outcome to the Care Plan need using the Need ID
Follow Up Missing Add a Follow-Up to the Care Plan need using the Need ID

By addressing each item listed in the Errors in Enrollment pop-up, you can successfully close the client's enrollment without issues. If you're unsure about any specific error, refer back to the Care Plan or the original assessment entry for further context.