Enrollment Management

PrimeAML's Enrollment Management enables you to configure which clients are enrolled in ongoing screening with customizable screening frequencies, provider selection, and automated enrollment workflows. This comprehensive enrollment system ensures that the right clients are monitored at the right frequency, optimizing screening coverage while managing operational costs.

The enrollment management system supports both manual and automated enrollment, allowing you to enroll clients individually or automatically based on configurable criteria such as client risk level, client type, or business relationship. Screening frequencies can be configured per client or client group, ensuring that higher-risk clients receive more frequent monitoring.

Key Features of Enrollment Management

Our comprehensive enrollment management solution includes all the tools you need to manage ongoing screening enrollment effectively.

  • Flexible Enrollment
    Enroll clients manually or automatically based on configurable criteria such as risk level, client type, or business relationship.
  • Configurable Frequencies
    Configure screening frequencies per client or client group, ensuring appropriate monitoring based on risk levels.
  • Provider Selection
    Select specific screening providers for each enrollment, enabling provider-specific screening strategies.
  • Automated Enrollment
    Automated enrollment based on configurable criteria ensures that eligible clients are automatically enrolled in ongoing screening.
  • Enrollment Status Tracking
    Track enrollment status for all clients, showing enrolled, pending, or inactive statuses with effective dates.
  • Bulk Operations
    Perform bulk enrollment or unenrollment operations for multiple clients simultaneously for efficient management.
Enrollment Management
Client Enrollment

Why PrimeAML's Enrollment Management Stands Out

PrimeAML's Enrollment Management provides flexible and efficient management of ongoing screening enrollment, ensuring optimal screening coverage while managing operational costs.

  • Flexible Configuration
    Flexible enrollment criteria and frequencies enable screening strategies tailored to your risk management approach.
  • Automated Efficiency
    Automated enrollment reduces manual effort while ensuring that eligible clients are properly enrolled in ongoing screening.
  • Risk-Based Approach
    Risk-based enrollment and frequencies ensure that higher-risk clients receive more frequent monitoring.
  • Complete Visibility
    Complete enrollment status tracking provides visibility into which clients are enrolled and their screening configuration.

PrimeAML's Enrollment Management provides the flexibility and efficiency you need to manage ongoing screening enrollment effectively, ensuring optimal screening coverage while managing operational costs.

Experience PrimeAML Firsthand

Request Your Free Trial Account Today

Discover how PrimeAML’s advanced features can transform your compliance process. Sign up for a free trial account and explore our intuitive platform, AI-driven insights, and seamless integration capabilities. See firsthand how PrimeAML can elevate your compliance strategy with ease and efficiency.

Request Free Trial Account
An error has occurred. This application may no longer respond until reloaded. Reload 🗙