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Changing Registrant Status

Registry Managers can change a Registrant's status, by performing the following steps:

Note: -_Advanced Users may also change a Registrant's status for those states that have been selected on their My Account page.

  1. Click the Registrants tab in the banner at the top of the page.

    The Registrants > Registrant page displays.

    Image of Registrant Search page.

  2. Click the Change Status link in the menu.

    Image of Registrant Search page showing the highlighted Change Status link.

    The Change Status > Registrant Search page displays.

    Image of Registry Flags page showing available Registry Flags.

  3. Select from the following search criteria to filter the Registrant records returned in the search results:

    Search Criteria for Registrants > Change Status Page
    User Information Description
    Status

    The status of the Registrant's questionnaire.

    Users can filter by one or more statuses.
    Date Range for Registrant Current Status

    Users can filter for those Registrant records by the date on which their status changed to its current status.

    Note: -_If using this filter criteria, you must select at least one status from the Status list.
    Last Name

    The Registrant's last name.

    Note: -_Users can also use search for the Registrant using a partial name.
    Last Four digits of SSN

    The last four digits of the Registrant's Social Security Number (SSN).

    Note: -_When users filter by the last four digits of the SSN, all statuses will be returned in the results.
    Admin Flag

    An Admin Flag documents administrative action in a Registrant's record.

    Users can filter by a single Administrative Flag. As the Registrant Record may include multiple instances of the Administrative Flag, users can specify a date range for when the flag was entered in the record.

    Enter the date using the format mm/dd/yyyy.
    Exclude All Registrants with “Review-HEC” Admin Flag

    The Review-HEC Admin Flag is added to a Registrant's record when the Registry Manager is unable to determine the Registrant's eligibility and plans to send their information to the Health Eligibility Center (HEC) for eligibility review.

    To exclude those Registrants that have had the Review-HEC Administrative Flag assigned to their record, select this checkbox.

  4. Click the Search button.

    The system displays the Change Status > Registrant Search page that lists those Registrants that meet the selected search criteria.

    Image of results that match the search criteria using the Change Status > Registrant Search page.

    Note: -_The displayed results can be filtered by clicking on an underlined table heading.

  5. To change a Registrant's status, click the Select button that corresponds to the user in the listed results.

    The Change Status > Registrant: LastName, FirstName > Current Status: Status page displays.

    Image of Registrant's Current Status page.

  6. To view the Registrant's deployment history, select the View Deployment History checkbox.

    The Deployment History section displays.

    Image of the Registrant's Current Status page with the Deployment History section displayed.

  7. To change the status of the Registrant, select one of the radio buttons in the Change Status section, and then click the Change Status button.

    The system prompts you to confirm the change.

    WARNING! -_Verify the status change as necessary, as this change cannot be undone once it has been made in the system.

  8. Click OK to continue. Otherwise, click Cancel.

    Note: -_The system sends an email to the Registrant to inform them of the status change when the user confirms the status change. If the Registrant does not have an e-mail address entered for their account, no e-mail will be sent to this Registrant.

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