The Program Auto Service Placement feature automatically assigns designated Program Assigned Services to clients immediately upon their enrollment into the program. It does not require any additional steps from the staff member conducting the intake.
To establish Program Auto Service Placement, go to the Launchpad > Manage > Programs, mouseover the Program Name, and select the Edit icon that appears to the left.
(To learn how to begin creating a new Program, please refer to How to Set Up a Program.)
This will take you to the Modify Program Screen. Scroll down to the Auto Service Placement field and toggle the switch to enable the feature.
Next, all the way scroll down and select Save Changes. Then you will have access to the Auto Service Placement section. Select the Add New Service link.
A popup box titled Add a New Service Placement will appear, listing available services for your program. Select the service you wish for clients to be automatically provided upon enrollment.
Note that the services listed are taken from the services that are included in the Assigned Services section above. Program Assigned Services must be created before they can be selected for Auto Service Placement. To learn more about creating Program Assigned Services, please refer to Working With Program Assigned Services.
After choosing the service, select Add. This will add the service to the Auto Service Placement list.
Next, enter the amount of days you would like the service to be offered if applicable. You can select up to 31 days. After the days expire, this service will no longer be available and the system will automatically discontinue them.
Be sure to select Save Changes before exiting the screen.
Summary of Actions
During individual and/or group enrollment, a Summary of Actions popup will appear if Automatic Service Placement has been configured. This single scrollable page lists each program member along with a list of all automatic actions that were conducted on their behalf. This feature also applies to individual enrollment. NOTE: Default Program Goals will also appear on the Summary of Actions popup box.
Your next step in creating a new Program is to implement Program Eligibility.