Location: Contacts tab > Enrollment
The following article will illustrate how to Submit, Approve and ultimately Enroll a contact file in Debt Pay Pro.
Step 1. Select the Enrollment Tab (Debt Settlement File Type must first add a debt to the client's file)
Select Enrollment Plan
Step 2. Select an enrollment plan for the client
Once final selections are made, Click Save Enrollment Plan.
Edit Enrollment And Submission of File
Step 3. Select to edit the enrollment plan or select submit file
Edit Enrollment Plan: Edit the current enrollment plan settings in the client file
Submit File: Submit a client file to the next stage of the enrollment process
Once final selections are made, Click Submit File.
Return And Approval
Step 4. Select to edit the enrollment plan, return file or approve the client file
Edit Enrollment Plan: Edit the current enrollment plan settings in the client file
Return File: Return a client file for further review
Approve File: Approve a client file to the next and final stage of the enrollment process
Once final selections are made, Click Approve File.
Return And Completion of Enrollment
Step 5. Select to edit the enrollment plan, return file or complete enrollment
Edit Enrollment Plan: Edit the current enrollment plan settings in the client file
Return File: Return a client file for further review
Complete Enrollment: Approve a client enrollment
Once final selections are made, Click Complete Enrollment.
Enrollment Complete
Step 6. Enrollment complete screen