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How to Assign an Enrolment to a Colleague 

Whoever initiated the enrolment form within Auxita is automatically assigned to it by default. However, the enrolment can be reassigned to another staff member for review and completion.

For more information on how to open and view a submitted entry, please refer to this article: Open or View a Submitted Enrolment

Start by opening the enrolment form from the Homes Dashboard, Patients Section or the Programs Section. 

Home Dashboard

How to view enrolments assigned to you from the home dashboard.

Patients Section 

Where to click to open and edit an enrolment assigned to you from the programs section.

Programs Section 

A screen shot of the enrolment form button once the three ellipses are clicked

Assign the enrolment to another user by selecting their name from the list in the Assigned To dropdown in the bottom left corner.

The assigned to section on the bottom of an enrolment form, and an arrow pointing where you can select the person you need to assign the form to.

NOTE The assigned user must be part of the facility and have access to the associated program to be able to action the enrolment.

Click Save & Close to complete the assignment of the enrolment form to the user listed in Assigned To.

undefined-Jul-17-2023-06-31-54-0841-PM TIP Enrolments can be initiated by Clinic staff, but can only be signed by the Health Care Provider.

Because of this, Clinic Staff should select the Prescriber from the top right-hand dropdown menu and click Send for Physician Signature to assign the enrolment to the prescribing physician. You do not need to use the Assign To dropdown when clicking Send for Signature; Auxita will automatically assign the enrolment to the selected Prescriber.

A screen shot showing where the prescriber dropdown is on the top left hand side if the enrolment form