Spinner

ADDING LOCATIONS TO A PROGRAM


  • Once the Programs is loaded into the system, the locations where the programs are offered must be defined.
    • NOTE: Organizations with multiple locations must specify which programs are provided at which locations.
  • To go to the Programs and Services screen, go to Dashboard > Clinical > Programs.

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ADDING LOCATION

  • On the Programs and Services screen, click Add Locations.

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  • Choose the additional location from the dropdown menu and click Create.

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EDIT/ADD PROGRAM LOCATION

  • To edit a location, click the pencil icon next to the location.

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  • Selecting the Back button will direct you to the Program Locations administration page.

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  • If locations where already input, their properties can be edited by clicking on Edit.

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  • You can inactivate a location in this section.

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  • To show Location information for that program, click Show.

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  • In this section you can see all providers linked to this location for different Programs.

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ASSIGN PROGRAM LOCATION LIAISON

  • To assign a Program Location Liaison, click Add Program Location Liason.

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  • Here you can use the drop down menu to select and assign different roles for providers.

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NOTE

'Coordinator', 'Clinical coordinator', and 'Medical Records' are used to define the people in charge of those roles, which effects permissions as well.

  • The Coordinator and Clinical Coordinator will be given access to program enrollments for that location.
  • Medical Records Liason for that location will gain the right to access the charts for those clients.

If at this time there are no other users in the system, the program location can be re-edited and modified when you have the users loaded.

Once the Program/s are loaded into the system, the locations where the programs are offered must be defined. Organizations with multiple locations must specify which programs are provided at which locations. To go to programs, go to Dashboard > Clinical > Programs.

The link to "View/Add Locations" will redirect to the program location administration page. * If locations where already input, their properties can be edited by clicking on the edit "pencil" link.

The location field is a drop down menu showing all the locations entered in the system. The other three fields, 'Coordinator', 'Clinical coordinator', and 'Medical Records' are used to define the people in charge of those roles, which effects permissions as well. The Coordinators will be given access to program enrollments for that location, and the person identified as being in charge of medical records for that location will gain the right to access the charts for those clients. If at this time there are no other users in the system, the program location can be re-edited and modified when you have the users loaded.