• Programs Tab Overview

    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 shows the Program Name for all programs within your agency.  Template This column lists the template used to create the program. Templates mus...

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  • Moving Program Enrollments

    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Enrollments feature is mainly used when a client has been enrolled into an incorrect program, and/or if a program is no longer active and clients need to be moved to a new program.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 following: Agencies must be within the same CoC Same Program Template Checking the Program Templates...

  • Program Assigned Services

    Program Assigned Services can also be created by the System Administrator through the Automated Provisioning feature in Setup > Templates > Program Templates. Here you can establish default Program Assigned Services for programs that use the same services. Click Automated Provisioning for more information. Setting Up Program Assigned Services Once you have created the Service, return to the Services main screen by...

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  • Default Program Goals

    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 make program creation tedious and time-consuming. The Automated Provisioning feature saves time by eliminat...

  • Program Auto Service Placements

    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. (...

  • 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 and Programs. Then mouseover the Program Name, and select ...

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  • 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 possible to automate the creation of Documentation Requirements for repetiti...

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  • 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 be replicated when creating the programs, which can make p...

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