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Adjusting Enrollment Settings

Updated
Doc. Number Article Title Effective Date Version
FHC-ENRL-03 Adjusting Enrollment Settings September 19, 2026 0.92

 

This article was developed to describe how to set up for enrollment. It is organized into the following steps:

Overview

The enrollment settings are used to set up automatic status changes based on the enrollment process, establish enrollment requirements, and automate certain tasks related to payment processing.

How to Access

  1. Click the Enrollments tab 
  2. Select Settings in the navigation bar.
    Enrollments Tab to Settings in NavBar Oct2025.png

How to Use

Set File Type

Select from the dropdown menu shown below, the file type whose setting you wish to adjust. You may set up different enrollment settings for each file type you manage. Our example is the Debt Settlement File Type.

Enrollments Tab to Settings Page View Nov2025.png

Status Change

Here, you can set automatic workflow status changes triggered by steps of the enrollment process. When creating a custom workflow, consider these options. These settings are based on the current Stages/Status in the Workflow for the File Type in your CRM.

Enrollment_Settings_to_Status_Changes_May20231.png

Workflow Settings

This section defines requirements for submitting a contact for enrollment. Adjust these settings depending on your process and service.

Example: If you are doing standard enrollments with payment processing, ensure that "Require Plan" and Require Comp Template" are checked.

Enrollments Tab to Settings to Workflow Settings Thin Jun2025.png

  • Require Plan: Forces an Enrollment Plan before enrollment; ensures correct pricing. (Default: On)

  • Require Bank: Mandates saved bank details on the Client Dashboard before enrollment.

  • Require Credit Card: Mandates saved credit card details on the Client Dashboard before enrollment.

  • Require Either Bank or CC: Mandates at least one payment method (Bank or CC) before enrollment. (Default: On)

  • Require Debts: Mandates debt entries before enrollment. (Required for Debt Settlement; optional for others).

  • Require Submit: Mandates internal underwriting submission before enrollment. (Default: On)

  • Require Contract To Submit: Mandates a document in the "Signed Contract" section before submission.

  • Require Contract To Enroll: Mandates a document in the "Signed Contract" section before enrollment.

  • Allow Reject: Adds a "Reject" option for files currently in underwriting.

  • Require Approval: Mandates file approval following submission and before enrollment. (Default: On)

  • Require Secondary Approval: Adds a mandatory second approval step before enrollment.

  • Require Inc/Exp: Mandates a completed Budget Analysis before enrollment.

  • Enforce Required Fields: Validates that all "Required to Submit" intake fields are completed. Validation is specific only to the active form.

  • Require Comp Template: Mandates a Compensation Template to ensure accurate fee calculation. (Default: On)

  • Require Plan - Requires an Enrollment Plan to be saved to the contact before they can be enrolled. Do not disable this to prevent contacts from enrolling without your pricing. (On by Default)

  • Require Bank - Requires Bank Account details be saved on the Client Dashboard before a contact can be enrolled.

  • Require Credit Card - Requires Credit Card details be saved on the Client Dashboard before a contact can be enrolled.

  • Require Either Bank or CC - Requires Bank Account OR Credit Card details be saved on the Client Dashboard before a contact can be enrolled. (On by Default)

  • Require Debts - Requires Debts be added to a contact before they can be enrolled. (Only applicable to Non-Debt Settlement File Types. Debt Settlement always requires Debts before an enrollment plan can be keyed for a contact).

  • Require Submit - Requires a contact to be submitted in the CRM for internal underwriting, before contact can be enrolled. (On by Default)

  • Require Contract To Submit - Requires a document be attached to the "Signed Contract / Gateway Authorization" section of the embedded "Docs" tab of the client dashboard before a contact can be Submitted.

  • Require Contract To Enroll - Requires a document be attached to the "Signed Contract / Gateway Authorization" section of the "Docs" nested tab (i.e., subtab) of the client dashboard before a contact can Enroll.
  • Allow Reject - Adds option to "Reject" a contact from Underwriting after the file has been Submitted for internal Underwriting.

  • Require Approval - Requires that a file, after being Submitted, must be Approved, before the contact can be Enrolled. (On by Default)

  • Require Secondary Approval - Adds a second Approval step, to occur after an initial Approval, before a contact can be Enrolled.
  • Require Inc/Exp - Short for "Income/Expenses." Requires Budget Analysis be keyed in for a contact before they can be enrolled.

  • Enforce Required Fields - Enforces in-take form fields marked as "Required to Submit." Without this, fields will be marked as required but not enforced by the CRM.

  • NOTE: CRM users submitting files using the intake form can be assured that only required fields relevant to that specific form are enforced. We modified required fields enforcement to only apply to the selected intake form, and ensured that users only fill out relevant information.

  • Require Comp Template - Short for "Compensation Template" (related to Fee Splits). This setting requires selecting a comp template before a contact can be enrolled. Do NOT disable this setting to prevent fees from being calculated incorrectly. (On by Default).

Company Assignment Setting

Requires companies to be assigned based on type before the assigned step in the enrollment process. These items are dependent on existing company types within your CRM.

Enrollment Tab to Settings to Company Assignment Settings Jun2025.png

Role Assignment Settings

Requires the user to be assigned to a contact based on the user's role before the assigned step in the enrollment process. These items are dependent on existing roles in your CRM.

Enrollments Tab to Settings to Role Assignment Settings Jun2025.png

Payment Settings

These settings set automated actions based on the result of a transaction.

Enrollments Tab to Settings to Payment Settings Jun2025.png

Pause On Returned Payment - Automatically pauses client if a payment transaction is returned.

Consecutive NSFs Before Pause - Set the number of NSFs allowed before a pause occurs.

On Pause - Sets automatic status change based on a contact being 'Paused'

On Resume - Sets automatic status change based on a contact being 'Resumed'

On Returned Payment - Sets automatic status change when the transaction is Returned.

On Error Processing - Sets automatic status change based on when an error is processed.

Auto-Assign Debit Subtype - Automatically assigns Subtype to Debit Transactions. 

Inter-Account Sharing

NOTE: This setting is NOT enabled by default for account users. Please contact your account manager for more information if this feature is required.

The inter-account sharing feature adds a dropdown for dynamically selecting which account the enrollment plan should load from. It includes a checkbox to enable inter-account plan sharing and an input box where account identification numbers can be entered.

Enrollments Tab to Settings to Inter-Account Plan Sharing Jun2025.png

Click Save Settings at the top of the page when you are finished.

 

Article Version History
Version

Effective Date

 Description
Basic 12/23/2016 Initial Release
0.1 08/01/2022 Formatting Tweaks and screenshot refresh 
0.2 05/31/2023 Added header and version control footer; Replaced company references with Forth for rebranding.
0.3 06/02/2023 Added an extra sentence at the end of Items 2, 3, 4, 5, and 7.
0.4 05/22/2024 Minor Grammatical Updates, no subject matter changes.
0.5 06/13/2024 Added Description of Workflow Settings options.
0.6 05/21/2024 Formatting update to Section 3 "Workflow Settings"; refreshed the first screenshot to improve readability.
0.7 06/12/2025 Refreshed two screenshots to improve readability and reflect the current user interface. Also made some minor formatting updates.
0.8 11/06/2025 Refreshed two additional screenshots and edited Settings Table Descriptions
0.9 01/27/2026 Moved to new location in the Enrollment and Settlements section.
0.91 02/13/2026 Added new information about the enforcement of required field settings for enrollments.

0.92

09/19/2026

 Formatting and grammatical updates only.

 

 

  

 

 

  

 

 

  

 

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