Enrollment Training

Enrollment Training • Includes • Family Services • Health • Nutrition • Licensing (GRANTEE ONLY)

1. To Start: You should be under the Services tab clicking the Family Application tab and highlighting the name of the child completing the enrollment.

Make sure all the blanks are complete in section one. 1. (General Information)

Hand out bus training tips to parent. With child’s name selected, scroll to bottom of screen to number five. 5. Agency Specific Information

Enter the date • Check the Bus Ped Safety Training box

1. • Make sure the address and phone are correct. • If the address is not correct, click on the address and update the information. • If the phone number is not correct, click add Phone number (in blue) and update the information. • Verify Primary Guardian’s e-mail address and update as needed. 2.

1. 2. • Make sure Family Information is highlighted • Review Emergency Contacts. Add more or edit if needed

Make sure the child’s name is highlighted in the Health Tab. Verify child has doctor and dental home. 4/1/13 Kenna Pruitt 1:20PM Child is on Firstcare Medicaid and she has delta dental insurance policy number 1231213

Don’t touch at enrollment Verify Child’s Health Care Coverage. Make sure you have the correct program term checked and If they have different coverage change it to current coverage in the end of enrollment box. Complete all at enrollment questions.

Needs • Include documentation regarding needs and referrals in contact note.

Complete Health/Nutrition Forms • Enter Health/Nutrition Forms Under Health Tab • Complete Licensing Forms (GRANTEE SITES ONLY)

ENROLLMENT CONTACT NOTE • Add Event. • Add Initial Date. • Event type is Enrollment Contact. • Description is Enrollment-(Child’s Name). • Service Area is Family. • Leave Issue blank. • Source of information is Parent. • Your name goes in the Agency Worker blank. • Family member is the parent’s name who completed the enrollment. • Use the clock and add notes regarding any changes or needed information from the enrollment, such as needs, referrals. • Print the contact note

Order of Documents • Child Plus forms • Family Information • Family Member Information • Enrollment Information • Family Services Contact Note • Diet History • Lead Risk Questionnaire • Medical and Dental Emergency Consent/ History Form • Parent Consent for Services • TB Questionnaire • Consent for Lead and/or Hematocrit Testing using a Finger stick Method • Consent Form for physician • Consent Form for dentist

Print Application • Family Information • Family Member Information • Enrollment Information • Get Parent’s signature & Your signature • Complete the Enrollment Checklist • Staple & Place in purple Child Plus Folder • Email Mary/Kenna • Child’s Name, Entry Date, Classroom

EHS Pregnant Women who deliver & new born takes spot • Email Mary/Kenna, PW has delivered and 2 week appt for infant has occurred • Break Down PW folder, keeping the Recruitment as it was how the child was determined eligible, so will now be used as part of the child’s application. • Add a child to family-complete general information • Income: you do not add another; you use what was used to determine Mother’s eligibility

EHS Pregnant Women who deliver & new born takes spot • Then with child selected, go to enrollment tab • Add participation record for EHS program term • Eligibility Criteria (must match Mother’s) • Then go to Health Tab-Complete Health Information • Then you will need to complete all Health/Nutrition Enrollment Forms & the rest of the Enrollment process as mentioned before.

Enrollment Training