HOME Enrollment Details V2

User Perspective	HOME methods
Enrollment Step 1 Create enrollment- For single person	Enrollment Step 1 Create enrollment- For single person
User searches and Selects Client Navigates to client Navigates to Enrollment Tab Clicks Add new Enrollment Button Pop Up with fields --- Dropdown: “Select Project” ---Date Picker “Enter Project start date” ---Boolean, “Is the client Enrolling alone?” Yes/No ---Button, “Save and continue” Collect Intake Information Save and Submit Button at the bottom./li> User redirected to Client Profile	User uses client search and navigates to client profile. Client profile loaded based on dedupe ID showing ID of latest client Switch to enrollment Tab, load all existing enrollments with the following heading, Project Name, Project Start Date,Project End Date Edit Enrolment(button), Update(button), Exit(button), Delete(button) Clicks Add new Enrollment Button Top of enrollment section, below profile summary, above Enrollment Table = New Enrollment Button. Pop up requirements. Select Project, --- projects should be equal to the project the user is set up for, as in their agency. IE if a user has access to more than 1 agency they must switch to that agency at the top of the page in order to have access to those projects. In the dropdown --- Survey is tied to project, We need a screen to do this, for example, if agency has 3 projects, they may each have a separate survey selected for an enrollment. 99% of cases there will only be 1 Enter project start date, --- This date will go into the enrollment, should default as today’s date, but editable. Is client Enrolling alone, ---If No,This will lead us to the creation of a household enrollment, which is detailed below. ---If Yes, Skip household creation. Save and Continue, once this is clicked, several things must happen, ---Check Client Schema Version, to see if they are the correct Version for the Survey. IF the client is not the correct version, a new client ID must be created in the proper schema, and survey information must be tagged to new schema. ---Load appropriate Survey based on Project Selected. ---Data collection Occurs, same as normal. ---On save and submit enrollment, HUD questions will be submitted to the enrollment endpoints using the hmis api, and the entire survey must be submitted to the survey schema at the same time. ---It is important to note that for some questions we must first submit the enrollment, wait to get the enrollment ID then post using the enrollment ID for those questions. ExampleIincome, must be submitted under ---_POST/clients/{clientid}/enrollments/{enrollmentid}/incomeandsources_
Enrollment Step 2, Update user Experience	Enrollment Step 2, update HOME Methods.
User searches and Selects Client Navigates to client Navigates to Enrollment Tab Locates appropriate enrollment by reviewing the enrollments table. Clicks the Update Button. Pop up ---Boolean: “Is this an annual assessment?” Yes/NO ---Date Picker: “Date of update” ---Boolean: Was there a change in family composition? Yes/No