These milestones, or "a-ha!" moments, are essential steps that every customer should master during Apricot implementation. They are key to unlocking the full potential of our platform, solving your challenges, and making your work easier!

Having completed hundreds of implementations for customers of all sizes and at various stages of their journeys, we've identified three core milestones that lay a strong foundation for success. While our tool can do much more, these milestones are crucial to helping you get the most value from your investment. Mastering them early will empower you to unlock even more features and benefits as you continue using the platform.

Review each step closely to learn these key tasks in your database:

Open the 'Search Records' menu on the navigation bar and select 'Participant'.

This will take you to the Participant Search page.

Note: Our recommended best practice is to search for a participant before attempting to create a new record to prevent duplicate records entered in the system. You can add a search field to narrow your results.

To create a new participant, click 'New Participant' in the Search Actions palette.

This will return a blank record for you to fill in the participant details. The Record Save Checklist will show every required field that must be entered before you can save the record; all other fields are optional.

As you complete each required field, the Record Save Checklist will display checkmarks instead of x's. Once you see only checkmarks, click 'Save Record' in the Record Options palette.

Make sure that the 'Record Saved' pop-up message appears at the top of your page. Then, click 'Continue' to review your record, 'View Folder' to navigate to the participant's folder, or 'Go To Search' to return to the Participant Search page.

To enroll a participant in a program, you need to create a Program Enrollment record in the participant's Document Folder.

Return to the Participant Search page, then click on the gray text for a participant to navigate to their Document Folder.

Once you're in the Document Folder tab, click the paper icon to the right of the Program Enrollment document to enter a new record.

Complete the Enrollment section of the form, then click 'Save Record' in the Record Options palette.

To track services, you need to create a Services/Case Notes record. Navigate to the participant's Document Folder and click the paper icon next to the Services/Case Notes document to add a new record.

This will return a blank record. First, click '+ Add' to the right of 'Related Program Enrollment'. This will bring up a search for any enrollments that have been created for the participant.

Select the appropriate Program Enrollment record in the search pop-up, then click the X to close the pop-up. Complete the rest of the record by adding your notes in the Service Notes field, and select 'Save Record' in the Record Options palette.

You will then find the program enrollment details you selected displayed in the 'Related Program Enrollment' section.

Open 'My Apricot Tools' in Apricot's navigation bar, then select 'My Reports'.

You will see a list of report categories, or folders. Click on the arrow next to 'Case Management Reports' to open the folder and view the reports in that category.

Hover over 'Actions' to the right of the Enrollment Summary report to view the report menu, then select 'Run'.

Change the date range of your report if necessary, then hit the Enter key. You can then review your Enrollment Summary report.

Navigate to your reports and open the Case Management Reports category once again. This time, open the Actions menu for the Services report and select 'Run'.

Change the date range of your report if necessary, then hit the Enter key to review your Services report.