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How to Add and View External Enrollments in My MFG

Adding and Viewing External Enrollments in MyMFG

Updated over 2 months ago

Adding External Enrollments:

  1. Navigate to the Client Profile.

  2. Navigate to the Enrollment History section.

  3. Click Add External Enrollment.

  4. Enter the enrollment details as prompted.

Note: Fill in all required fields to ensure the enrollment is saved correctly.

How to View External Enrollments

If you've manually added clients with active policies to MyMFG, they will not be reflected in the main MyMFG dashboard statistics.

To view reporting for manually added enrollments:

1. Go to the Reports tab in MyMFG

2. View/ download External Enrollment Reports as a CSV file.

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