Introduction
This article provides an overview and instructions for setting up multiple program enrollment for clients. In some cases, clients may participate in more than one program, each with its own reporting and billing requirements. The multiple program enrollment feature supports this by allowing:
- Enrollment of clients in multiple programs
- Segmented data access so users only see clients within their assigned programs
- Program-specific dropdowns to associate documentation with the correct program
When this feature is enabled, users completing notes are prompted to select the program they are documenting for. Programs that are not associated with both the user and client will not appear in the dropdown list.
Prerequisites
Before using the Multiple Program Enrollment feature, make sure the necessary permissions are enabled in your Security Settings.
Required Page Permissions
The following page permissions must be enabled for your user role or account to properly configure the system and staff:
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Support – System Configuration:
- Allows you to set enable MultiplePatientProgram and PatientProgramDrivenBehavior flags to True.
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HR – Programs:
- Allows you to assign programs to staff.
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Encounter Form Management - Encounter Form Service Site
- Allows you to set an Encounter Form to be used in multiple programs.
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Encounter Form Management - Encounter Form Program
- Allows you to add an encounter form to multiple programs.
Instructions
Review the instructions below to learn how to enable the multiple program enrollment feature flags. Click the “Get Started” button to begin.
Review the instructions below to learn how to assign programs to staff member in the HR module. Click the “Get Started” button to begin.
Review the instructions below to learn how to enable an encounter form to be used in multiple programs. Click the “Get Started” button to begin.
Review the instructions below to learn how to assign a client to multiple programs. Click the “Get Started” button to begin.