In Apricot, you can associate a Tier 2 record (such as an assessment, service plan or case note) directly with a client's program enrollment. This allows you to link important details and documentation about the client's participation in that specific program and have the client's full history and progress in one place.

Follow the steps below to learn how to associate a new or existing Tier 2 record with an active or inactive enrollment.

Step 1: Select an existing record

Navigate to a Tier 1 record's Document Folder by selecting the record from the Tier 1 form's Record Search page. To learn more about the Document Folder, click here.

In the Document Folder tab, use the "+" icon next to a Tier 2 form to view any records saved for the participant. Then, click on the record you want to link to an Enrollment to open it.

Step 2: Select an enrollment

You'll find an Attached Enrollments section to the right of the record. Click "Attach to Enrollment" to open a pop-up window.

The "Current Enrollments" tab will show the participant's active enrollments, while the "Exited" tab lists any inactive enrollments. Check the box next to any of the enrollments you want to associate the Tier 2 record with.

Note: If there are already enrollments checked in this pop-up window, unchecking the box will remove its association to the Tier 2 record.

Click Save to close the pop-up window; All selected enrollments will then appear in the "Attached Enrollments" section.

To confirm your changes to the existing record, select "Save Record" from the Record Options palette.

Step 3: Attach an enrollment to a new record

Navigate back to the Tier 1 record's Document Folder from the Record Search page, then click the paper icon to the right of the Tier 2 form name to create a new record for it.

Fill out all required fields and save the record, then click Continue in the pop-up message to view the new record.

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