This section explains how to move a client in a program into another program within the same CoC. The Moving Program Enrollments feature is mainly used when a client has been enrolled into an incorrect program, and/or if a program is no longer active and clients need to be moved to a new program.  In order for the program enrollment move to be successful, both the current Program and new Program must have the foll...

This section provides an overview of the Programs tab in the Manage section. For detailed instructions, please reference How to Set up a Program. To view the Programs Tab, go to the Launchpad and select Manage > Programs.  From the programs tab you can view basic program information, edit an existing program using the Edit icon, or add a new program using the Add new Program link.  Program Name This column ...

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This section provides a detailed description of managing Program Assigned Services. For an overview of the Programs tab, please refer to Programs Overview. To create a Program Assigned Service, you must first create the Service. To learn to do this, please refer to Creating Services. Program Assigned Services can also be created by the System Administrator through the Automated Provisioning feature in Setup > T...

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This section discusses how to manage Default Program Goals within the Programs tab in the Manage section. For information on creating Goal Templates, please refer to Creating and Editing Goal Templates. NOTE: It is possible to automate the creation of Goals for repetitious programs. Some programs require the exact same Goals, and the creation of these Goals must be replicated when creating the programs—which can m...

This section discusses Program Auto Service Placement. 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 Progr...

This section discusses how to manage Program Eligibility. The Program Eligibility feature simplifies referrals by allowing Agency Managers to apply various eligibility requirements to different Programs. A client will not be able to be referred to a program for which he or she is ineligible from the Program Eligibility Determination Screen. To manage Program Eligibility, go to the Launchpad and then select Manage ...

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This section discusses how to manage Program Documentation Requirements. Utility of the Documents Requirements A Document is broadly defined as information on paper that is collected for the purpose of qualifying for or providing a service. The Program Documentation Requirements feature can be utilized in both the Referral processes as well as the Program Enrollment to organize required documents.  NOTE: It is pos...

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This section discusses how to manage Program Chart Fields. Program Chart Fields allow for longitudinal tracking of Program data. In the client record, the Chart feature can be accessed by opening a Program and selecting the Chart tab. Note: It is possible to automate the creation of Chart Fields for repetitious programs. Some programs require the exact same Chart Fields, and the creation of these Chart Fields must...

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