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IT: Keep enrollment records accurate when orientations reschedule

IT staff see orientation reschedules cause duplicate or missing enrollment dates, disrupting coordinator workflows. It updates participant enrollment records so coordinators manage follow-up without delay.

IT: Keep enrollment records accurate when orientations reschedule

Overview

Enrollment coordinators waste time fixing incorrect orientation dates when calendar changes don't reach the enrollment system, risking missed follow-ups. Routing calendar reschedules into the enrollment record and creating follow-up tasks gives IT a dependable, auditable process so coordinators always see the correct date and can start follow-up without delay.

Notable Features

  • Update enrollment records on reschedule
  • Notify enrollment coordinators of changes
  • Create activity note for audit trail

IT: Keep enrollment records accurate when orientations reschedule