XenDirect allows you to add as many assignments (registrations) to a client as necessary. Once an assignment record is corrected, you can immediately record the payment without leaving the Assignment section.
Assignments and Payments for Existing Clients
Existing Clients - New Assignment
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From the Main Menu, Go to Clients > Client Info
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Enter the search criteria to locate the client.
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Once the client appears in the results list, you can:
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use the quick select list in the row to go to Assignments
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view the client's record and click AddAssignment button
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view the client's record, click the Registration tab, click New Assignment
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Enter the course code of the client's new assignment or use the Show List button and select the course code.
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Click the Info tab and review and change information as appropriate.
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Click the Other tab and review and change information as appropriate.
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Click OK to save and close.
Existing Clients - New Payment
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After saving and closing the assignment record, click the "$" in the same row as the new assignment record.
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The course code will automatically be entered for you.
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Click the Transaction Tab and complete the necessary information.
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Click the Payer/Billing Tab if necessary and complete the information.
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Click OK to save and close.
Assignments and Payments for New Clients
New Clients - New Assignment
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From the Main Menu, Go to Clients > Client Info
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Click the New button and enter all the necessary client information on the Info, Address/Phone, Demographics, Income Status, Intake/Exit, and Other tabs as necessary for your organization. Click OK to save and close.
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The Client View screen appears and now you can:
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click AddAssignment button
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click the Registration tab, click New Assignment
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Enter the course code of the client's new assignment or use the Show List button and select the course code.
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Click the Info tab and review and change information as appropriate.
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Click the Other tab and review and change information as appropriate.
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Click OK to save and close.
New Clients - New Payment
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After saving and closing the assignment record, click the "$" in the same row as the new assignment record.
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The course code will automatically be entered for you.
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Click the Transaction Tab and complete the necessary information.
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Click the Payer/Billing Tab if necessary and complete the information.
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Click OK to save and close.
Enabling a Previously Dropped Assignment
If a client re-enrolls into an assignment that was previously dropped, the client cannot be enrolled into the same course section a second time. Instead, the original Assignment must be modified to allow for re-enrollment.
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From the Main Menu, Go to Clients > Client Info
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Enter the search criteria to locate the client.
- View the client record, click the Registration tab and lcoate the existing Assignment.
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Edit the Assignment and modify the Enrollment Status to an active status. - If the Zero Balance Due was previously checked and a balance is now due, uncheck the Zero Balance Due field.
- Add any other pertinent information as desired.
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Click OK to save and close.
- Add payments and other data as necessary.