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Enrollment Wizard

The Enrollment Wizard is a step-based wizard that guides users to provide additional information to a care plan based on the enrollment form they have submitted. It opens automatically when a care plan is created from a request and can be reopened for an existing care plan via the Review Enrollment (PJN_Review_Enrollment) quick action to update the care plan.

Out of the box, the Review Enrollment quick action is provided on the CarePlan (PJN_CarePlan) Lightning record page. To add the Review Enrollment quick action to a Case page layout:

  1. Click Mobile & Lightning Actions.

  2. Search for "Review Enrollment".

  3. Drag and drop the quick action onto the page layout.

  4. Click Save.

Custom metadata

The steps and screens in an Enrollment Wizard are defined and managed by a series of custom metadata types.

  • Enrollment Wizard Setting (mvn__PJN_Enrollment_Wizard_Setting__mdt) defines the specific care program that an Enrollment Wizard belongs to.

  • Enrollment Wizard Step (mvn__PJN_Enrollment_Wizard_Step__mdt) defines the screens that are displayed in an Enrollment Wizard.

  • Enrollment Wizard Component (mvn__PJN_Enrollment_Wizard_Component__mdt) defines the components that are displayed in an Enrollment Wizard Step.

  • Enrollment Wizard Record Form (mvn__PJN_Enrollment_Wizard_Record_Form__mdt) defines the record form that is displayed in an Enrollment Wizard Component to capture data for a given object.

  • Enrollment Wizard Record List (mvn__PJN_Enrollment_Wizard_Record_List__mdt) defines the record list that is displayed in an Enrollment Wizard Component to present data for a given object.

  • Enrollment Field Set (mvn__PJN_Enrollment_Field_Set__mdt) defines the attributes for the fields used in an Enrollment Wizard Record Form.

mvn__PJN_­Enrollment_­Wizard_­Setting_­_­mdt ERD