The Coordinated Access Network Enrollment workflow has been updated to allow for better client flow when a client is making an appointment directly at a CAN HUB instead of through 211.

This updated workflow provides a shorter “Schedule Appointment – Pending Enrollment” option that bypasses a full CAN enrollment intake. This allows staff to quickly create a program enrollment for a CAN in “Enrollment Pending” Status without completing all of the HUD/CAN assessments.

During this process, a CE Event and a Referral from the CAN to the CAN are created automatically within a few minutes of completion of the workflow.

The “Path of client to CAN Appointment” question now has four options

1. Referral from 211 – Full Enrollment: will result in a full enrollment with all questions and is to be used when intaking a client referred by 211 to a full CAN enrollment.

2. Walk in at CAN (Today): will result in a full enrollment into the CAN with all questions displayed.

3. Complete PENDING Intake: will result in a full enrollment with all questions and should be used when resuming an enrollment with “Pending Enrollment” status and will change the enrolment status to “Enrolled” upon completion of the workflow

SCHEDULE APPOINTMENT – PENDING Enrollment: Will show the abbreviated intake process and is to be used when a walk-in client calls or is physically present at the CAN HUB but is not going to have a complete CAN enrollment completed. It should ONLY be used when an appointment needs to be created on another day for the CAN intake.

A new CAN Pending Enrollments view has been created in the Left Menu.  Navigation Path = Case Management > Left Menu > CAN Pending Enrollments.  This view will list out all clients with a CAN program enrollment that is in an “Enrollment Pending” status.  This view can also be used to access the “Complete Pending Enrollment” workflow for the clients listed.