How Auto-Enrollment Works with CLE and CPD Plans

This article provides information on how Auto-Enrollment works to add users to a CLE or CPD Plan. When using Auto-Enrollment, enrollees will be automatically added to or removed from a CLE or CPD plan each day based on the criteria specified and their deadline for that CLE or CPD Plan will be automatically set based on that criteria.

The User Sync must be set up per the guidelines in this article: User Sync Tool Enhanced with CLE Practitioner Details. Once the sync has been established, users will be auto-enrolled in the CLE or CPD Plans for which they have practitioner details.

• If a user was originally enrolled in a plan without practitioner details and their practitioner details are then manually added, their deadline will not be automatically set. To set their deadline, withdraw the user from the plan, add their practitioner details, and then manually enroll them in the plan to have their deadline calculated.
• Deadlines are determined when the user is enrolled based on the practitioner details and the rules for the plan. Once users are enrolled in a CLE or CPD plan, whether manually or automatically, their deadline will never be recalculated. Changes to their details will not update anything about their enrollment.
• If their deadline needs to be calculated, based on details changes, remove the user and manually add them again.
• Updating auto-enrollment only adds or removes users from plans based on their practitioner details. It will only remove users if their practitioner details no longer meet the enrollment criteria and they were initially auto-enrolled in the plan. Users that were manually enrolled will never be affected by updating the auto-enrollment.
• If a user was auto-enrolled in a plan and they are manually withdrawn from that plan, they will never be auto-enrolled in that plan again. It is assumed that they should be excluded from the plan.
• If someone was manually enrolled and then withdrawn from a plan, they will be auto-enrolled via the user sync if they meet the criteria for that plan.
• Newly admitted attorney plans will not remove users automatically once they are enrolled. This was done to retain history for those plans after the newly admitted reporting period has concluded.