Update eligibility form folder when enrollment is finalized
Update eligibility form folder when enrollment is finalized
Your enrollment records go out of sync when an enrollment moves from draft and eligibility stays incomplete. Keep eligibility folders updated so coordinators have enrollment-ready records same day.
Overview
When enrollment forms leave draft, associated eligibility paperwork must follow immediately — otherwise coordinators waste time reconciling records. This flow moves eligibility forms into the submitted folder so program coordinators and data staff get enrollment-ready files the same day.