Admin - Program and Service Setup

• Open the Organization library Program page, Program tab
• Select the Program to which you will apply the Template
• In the Domain section at the bottom of the page, click SELECTION
• In the Selection popup window, select the Funding Code to link to the Services
• Select any Domain you wish to be created
• Select any Service(s) you wish to be created (Note all Services are checked by default, so un-check any Services you do not wish to use)
• Click SAVE

The selected Domains and Services will be added to your active Program

The new Domains and Services can now be edited if needed

You can have the existing Template modified by Technical Services. Contact Technical Services to modify any existing Domains and/or Services or to create any additional Domains and Services.

A Program Template is a set of Domains that have already been created and consist of one or more Services. A template exists for each module type.

Activity Type determines the page a Service uses

On the Organization Library, Programs page, Services tab

• Use the Quick Access Menus to select your Program and Domain
• Click EDIT next to the Service to update
• Select Activity Type = GroupService for the Group Services page

Other Activity Types:

• Service = Services page (also Case Plan page, Services tab, Case Note page at bottom of Case Note popup)
• Case = Case Note page, Client Note tab (can have only one per Domain)
• Case Assessment = Case Notes page, Case Assessment tab
• Referral = allows user to make referral from this Domain Initiative
• Payment = Payment page
• Encounter = Encounter page
• Session = Group Session page
• GroupService = Group Service page

Use the Organization library, Program page, Program tab

• Click EDIT next to Question

In Edit Questions popup window:

• Select Question Set to use
• Make sure it says Yes in Enrollment column

If the Question Set is not displayed, or is not checked for Enrollment:

• Open the Question page
• Find your Question Set using the Question Code Quick Access Menu
• Click EDIT next to Code Definition

In Question Code popup window:

• Make sure Enrollment is checked
• Is this code for service setup? Should not be checked
• Click SAVE
• Return to Programs page and select this Question Set for your Program

You may have multiple assessments for enrollment for one program

Use the Organization library, Program page, Program tab

• Click EDIT next to Question
• In Edit Questions popup window:
• Select Question Set to use
• Make sure it says Yes in Case Plan column

If the Question Set is not displayed, or is not checked for Case Plan:

• Use the Question page
• Find your Question Set using the Question Code Quick Access Menu
• Click EDIT next to Code Definition

In Question Code popup window:

• Make sure Case Plan is checked
• Is this code for service setup? Should not be checked
• Click SAVE
• Return to Programs page and select this Question Set for your Program

Use the Organization library, Question page

• Find your Question Set using the Question Code Quick Access Menu
• Click EDIT next to Code Definition

In Question Code popup window:

• Make sure Is this code for service setup? is checked
• Service pages will be displayed – select Case Assessment
• Click SAVE

Now open the Programs page, Services tab

• Select your Program and Domain using the Quick Access Menus
• Create a Service for your Assessment
• Click ADD

In Service Definition popup window:

• Enter or select all required information
• Make sure Activity Type = CaseAssessment
• Select Question Code
• Click SAVE

Use the Organization library, Program page, Program tab

• Click EDIT next to Question
• In Edit Questions popup window:
• Select Question Set to use
• Make sure it says Yes in Follow up column

If the Question Set is not displayed, or is not checked for Follow up:

• Open the Question page
• Find your Question Set using the Question Code Quick Access Menu
• Click EDIT next to Code Definition

In Question Code popup window:

• Make sure Follow up is checked
• Is this code for service setup? Should not be checked
• Click SAVE
• Return to Programs page and select this Question Set for your Program

In Program Setup Basic Info:

• Post Exit Length = how many days after Client Exit the questions will be available
• The Default = 0

You may have multiple follow up assessments for one program

The Focus Code for a Program determines whether it is a Household program (enter all members of the household into the program) or an Individual program (enter just the applicant into the program)

The Focus Code for a Service determines whether it is a Household service (recorded for all household members) or an Individual service (recorded for only one person)

• A Household Program can contain Household and Individual Services
• An Individual Program can contain only Individual Services