Enrollment Details Page Structure

This article describes the structure and features associated with the Enrollment Details page. It is organized into the following sections:

• Overview
• Prerequisites
• How to Access
• How it Works
  • Transaction Synchronization
  • Enrollment Summary Section
  • Settlement Integrity Section

Overview

The Enrollment Details page serves as the centralized command center for managing debt programs within FORTH CRM, providing real-time visibility into client progress and financial health. 

This article explores how the system maintains data integrity through automated transaction synchronization, and how to navigate the page to proactively identify program breaches and manage gateway releases. Additionally, this article provides a comprehensive breakdown of the four primary data views - Transactions, Forecast, Savings, and Summary.

Prerequisites

To fully utilize the Enrollment Details features, you must have the following:

• Permissions to view Contacts.
• Permissions to access the Enrollment Details page.
• An active integration with a payment processor (e.g., CFT).

How to Access

To access the Enrollment Details page:

1. Navigate to Contacts > Search Contacts.
2. Select a specific client record.
3. Click Enrollment Details on the left-hand navigation menu.

[SCREENSHOT: The Enrollment Details link highlighted in the contact sidebar]

How it Works

Transaction Synchronization

Each time the Enrollment Details page is opened, FORTH CRM automatically checks for updates from the payment processor (e.g., CFT).

• The system will create new transactions or update existing ones based on the incoming data.

• If a transaction exists in FORTH but is not mentioned in the update from the processor, the system will flag it for a manual audit and will no longer delete it. In the past, missing data in a sync could trigger an accidental deletion.

• Transactions marked as "Archived" by a provider are no longer interpreted as "Deleted" in FORTH. This ensures that historical records remain visible for audit purposes.

REMINDER: The system only performs "Create" or "Update" actions. It will never automatically delete or archive a transaction during this sync.

Enrollment Summary Section

The section located just under the contact's name (see Item #1 in the image below) provides a summary of the particular enrollment, providing:

• the stage and status of the debt program, 
• the number of days the program has been in the current status, 
• the date of enrollment, and 
• the state/province associated with the contact.

If the client is on hold by the gateway, the option to Request Release is available on the left side of the page. By clicking Request Release, the FORTH CRM launches a process to request a release from the hold.

Below Request Release is a row of information about the program your client is enrolled in. It includes a listing of the Gateway assigned, the number of payments made compared to the number of payments assigned, the available balance, the pending balance, the settlement committed dollar amount, the total fees paid thus far in the program, the fees taken, and the number of return payments.

Access to a detailed breakdown is available by clicking the Total Fees Paid header (highlighted below)

The pop-up that appears (see example below) will display a separate, clearly labeled section near the bottom, detailing any voided or canceled fee transactions associated with the enrollment (if any exist).

This section, highlighted above in purple, will display the relevant information for any cancelled fees or any voided fees, such as fee type, total amount, and count of cancelled or voided transactions (e.g., "ACH Credit / Fees: $200.00 of $800.00 - 1 of 4").

Settlement Integrity Section

The Settlement Integrity Issues section lists any settlements whose integrity has been or will soon possibly be breached. It provides an extensive listing of information to help determine what needs adjustment and correction.

Previously, finding these issues was a manual, time-consuming process that required checking each client's enrollment details one by one. Now, there is a single location on the Enrollment Details page to quickly spot these discrepancies and take action.

Below the Settlement Integrity section, you will see four tabs listed. They are:

• Transactions
• Forecast
• Savings View
• Summary View

Transactions View

Transactions View is the default tab selected. It provides information a table of Recent/Upcoming Transactions and a Pending Settlement Offers table (see Item #2 above).

Forecast View

Clicking the Forecast tab opens the Client Balance Forecaster tool (if you have it activated and the proper permissions. Click HERE to learn more about the Forecaster.

Savings View

On the Savings View tab (see image below), a table-based breakdown by month of the monthly fees and payments, along with the Amount going to Savings and the Balance Available for Settlement is displayed.

Summary View

Clicking the Summary View tab displays a page similar to the one shown below on the left.

	At the top of this tab, you can filter your listings by Transaction Status via a dropdown menu. Your options include "All Transactions", "Inactive Transactions", and "Active Transactions".
	Below the filtering dropdown menu, is the "Payments" section. You can click the small orange arrow to display all payment transactions with the header listed. Each section displays a table with the following columns: Amount, Process Date, Cleared Date, Memo, and Status. The example shown here is a breakdown of ACH Client Debits.
	Following the Payments section, is the "Settlement Advance" section.
	The following section is titled "Processor Fees".
	The following section is titled "Fees".
	The final section on this page is titled "Settlements".

The Payments portion of the page looks like the image shown below.

The “Subtype” column to the Payments, Fees, and Settlements sections within the Summary View, allows reversal transactions to appear alongside their original transaction type for a more complete, chronological view and saving you from digging into the detailed logs. 

For example, an ACH reversal will appear under the ACH Client Debit section, making it easier to trace activity at a glance.

The Settlements section (if any are in place) looks like the image shown below. 

At the top of the Settlements section (see Item #1), it provides the:

• name and account number of the creditor (i.e., Discover), 
• the settlement's status, 
• the Settlement ID number, 
• the Debt ID number, 
• the Original Debt Amount, 
• the number of Settlement Payments, and
• the Settlement Amount.

In addition, Transaction IDs are included in the Summary View (Item #2 above), and Debt/Settlement IDs are included in the main Transaction View, making it easier to trace payments and link them to specific settlements.

The FORTH CRM system identifies and auto-maps orphaned transactions to their settlement records (retroactively). Once this is complete, the FORTH system displays the Transaction Summary view with the linked transactions included.

Assistance

For further assistance regarding enrollment details, please reach out to support@setforth.com.

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