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Question

Question Details

Posted: Jun 23, 2010

How do I enroll a client in credit counseling and debtor education?

In Ticket In/Ticket Out > Enrollment

Answer

If you did not enroll a client for credit counseling and debtor education when you added client information, you can now enroll the debtor or debtor spouse as a separate action.

Then, you can print a copy of the course instructions.
  1. In the Client list, highlight the client you want to enroll.
  2. In the left menu, expand the Events category, and click Enroll Client.
  3. In the Enrollment - Sign Up window, do the following:
    Field Action
    Provider
    Select a provider/agency.
    Course(s)

    Select the course(s) that you want to enroll the client in.
    Note: To set default for these options, see How do I edit the Ticket In/Ticket Out Setup?
  4. Click Continue.
    A connection is made to the provider, and two boxes appears to the left of the client name in the Client list, indicating an enrollment is complete: CC (credit counseling) and DE (debtor education). Then, a message appears confirming the enrollment and asking if you want to download the course instructions.
  5. Click Yes to open a PDF copy of the instructions in Adobe Reader.
  6. To print a copy of the instructions, click in the tool bar.
  7. When finished, click to close the PDF.
    Note: If the download fails, in the left menu, select Events >Get Document to try and execute the download again. If further problems occur, contact your provider.


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