Enter an Enrolment (1 child)

Modified on Fri, 20 Mar at 1:24 PM

In the HIPPY Delivery Dashboard menu, select ‘Join HIPPY’ > ‘Add a new family’.


Image of the HIPPY Delivery Dashboard showing all options in the Join HIPPY tab

 

Part A: Participant Demographic Information:

In this part you will add the HIPPY Child and Parent-carer and their demographic information into ETO

Step 1: On the Add Family page enter the child's family name / surname into the Family Name field.

Image showing the Participant Demographic Information section of the enrolment touchpoint with a family name included

 

Step 2. In Click to Add Family Member by Family Relationship select HIPPY Child

Please note: You will always enter the details for the HIPPY child first. 

 Image showing the Click to Add Family Member by Family Relationship section of the enrolment touch point.

 

Step 3: Upload the signed privacy page by

  • Clicking Choose file and selecting the signed form from where you have saved it. Make sure there are no spaces or numbers in the file name, or it may cause an error.
  • Click the Upload button. Please remember: If you do not click the upload button the form will not be attached to the enrolment in ETO and you will be unable to save the enrolment.

Image showing the Participant Demographic Information section and where to click to add the HIPPY Child or parent-carer

 

If you have correctly uploaded the privacy page you will see the document in the touchpoint. 

Image showing an uploaded privacy page in Family Member information of the enrolment touchpoint

 

Step 4. Fill out the information fields for the HIPPY child. 

At minimum, you will need to complete all fields with an asterix as these are mandatory fields. 


Step 5: In Click to Add Family Member to Family Relationship select Parent/Carer 

Image showing the Click to Add Family Member by Family Relationship section of the enrolment touchpoint

 

Step 6: Select the Copy values from the first Family Member to copy across information such as address and contact details from the HIPPY Child to the parent-carer

Image showing the copy values from first Family Member option in the enrolment touchpoint

 

Step 7: Complete all parent-carer information

 

Part B: Enrolling the HIPPY child

In this part you will enrol only the HIPPY Child

Step 1: In Program Enrollment Information click the dropdown box to change the Family Member information field from Everyone to the child's name. As you have added the child first the child will be #1.

Please note: If you do not make this change you will enrol Everyone meaning both the HIPPY Child and the parent-carer. This is a common mistake that is easily fixedPlease contact ETO Support if you need help with this.

 Image showing the Program enrollment information section of the enrolment touchpoint and the default Everyone option


Image showing the Program Enrollment Information section with enrolment options: Everyone and #1Tom Jones


 Image of Program Enrollment Information showing #1Tom Jones (fake HIPPY child) selected for enrolment

 

Step 2: Enter the date the privacy page of the enrolment form was signed as the Start Date

Image showing the Program Enrollment Information, Start date section

 

Step 3: Save the enrolment










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