Enrollment runs for a set window, and you control what happens at the end of it.
Choosing a length
At enrollment you pick 30, 60, or 90 days. Ninety is the maximum you can set up front.
That ceiling is deliberate. It keeps enrollments from running indefinitely without anyone looking at them, so patients do not quietly fall through the cracks.
It is not a limit on how long a patient can stay. You can extend as many times as the plan of care justifies.
Extending
The primary provider gets an email about three days before an enrollment ends.
Your patient list shows where each patient is in their cycle and how many days remain.
Extend from the patient list: three dots, then the clipboard icon.
Doing this in batch: have an admin filter to all providers, sort by cycle end date, and work down the list. Extend the patients who are still booked out, let the ones with a single visit left expire. It takes minutes for a whole clinic.
When you are working the extension list, filter by Last cycle, not Enrollment ending. "Enrollment ending" returns every cycle ending across every active enrollment, which at any scale is hundreds of rows.
Pausing for vacations and breaks in care
You can pause a patient's check-in texts for a set window without unenrolling them.
Open Patients, find the patient, open the row actions and choose Edit Patient Info.
Under Pause messages, set the first and last day of the pause and save.
No check-in texts go out during the window. They resume on their own the day after it ends, with nothing to redo.
Two things to know:
A week to ten days: pausing is the right tool, and the enrollment keeps running.
Longer than that: a long gap may cost you one monitoring cycle, because the days the patient is away still count toward the enrollment window. If the break is a month or more, unenroll and re-enroll when they return, answering No to "is this a new plan of care?" so the episode continues rather than restarting.
The same Edit Patient Info screen lets you change the days of the week a patient receives texts and the language the texts are sent in.
The discharge pattern worth borrowing
Many clinics have shifted what "discharge" means, from the last visit to the end of the final enrollment. At the last visit you tell the patient:
"I'm going to keep checking in with you for a couple of weeks to make sure things keep heading the right direction, and if anything changes we can get you back in quickly."
The enrollment-ending email then becomes your prompt to complete the formal discharge in your EMR. The patient gets a supported landing rather than a hard stop, and you get a reason to reach back if they regress.
Note that visits are not required to keep an enrollment active, only an open plan of care.
Ending it properly
Use the in-app deactivate action rather than asking a patient to text STOP. Deactivating stops the automated messages and the billing, but leaves the line open in both directions, so you can still message each other. STOP is a hard cut that only the patient can reverse. The full difference is in Discharging a patient and stopping their automated messages.