A service enrollment represents one service type for one client — for example, “in-home ABA” or “clinic-based ABA.” Each enrollment moves through the pipeline independently, with its own stage, assigned staff, authorization, and hold status.
Why multiple enrollments?
A child might need both in-home and clinic-based services. Rather than tracking these as a single case, KeepSight creates separate enrollments so each can progress at its own pace. One might be in the assessment stage while the other is still waitlisted.
Primary enrollment
One enrollment is marked as “primary” — this is the one used for reporting and pipeline summary counts. You can change which enrollment is primary on the client record.
What each enrollment tracks
- Current pipeline stage
- Assigned BCBA and RBT
- Hold status (active, on hold, unresponsive)
- Insurance authorization
- Weekly therapy hours
Things to know
- Enrollments are created automatically when you add service types during client creation.
- You can add additional enrollments to an existing client from their record.
- Removing an enrollment from the pipeline (stage = Removed) doesn’t delete the client. The client can still have other active enrollments.