How do I setup a program

To set up Programs, users must have an account role which will provide them with the appropriate functional and entity security rights, that will allow them to add and edit programs.

Some agencies call programs 'Department'; whereas others might call programs 'Services'. In IMPOWR, programs are more reflective of departments - IMPOWR handles the services offerred within or by a program separately from the program itself.

Create a new program by accessing Programs from the IMPOWR Programs menu.

Enter the main fields which apply to the creation of a new program, regardless of any optionally entered information on the tabs:

• Click "New Program".
• Enter the Program Name (required).
• Select the Program Type (optional).
• Select the Organization (optional).
• Select the Division the program falls under (optional).
• Set the Program Status (optional).
• Select a Program Workflow (if there is a specific workflow that is used to enroll individuals in the program) (optional).
• Enter Alias Default Rules (optional)(You can rename the captured dates and can create up to 5 custom dates to capture).
• Select the desired tabs^ (optional).
• Click Apply (to save the program and activate the tabs so you can continue filling them out).
• Once all tabs and optional fields are entered, click Save to save your Program.

In the Details tab, consider entering the following key information:

• Enter the Key personnel (optional).^^
• Set the Matching Criteria (optional) (used for matching individuals to programs).
• Enter the Transport Billing Code (optional).^^^
• Enter the Staff associated with the program (optional).^^
• Add any documents which are required for the program (optional).
• Select locations where the program is held (optional).
• Select facililities where the program is held (optional).

NOTES:

^ Optional Desired Tabs:
-The Options and Checklists tab allows users to set school, treatment plan, and program enrollment related options. It also allows users to associated assessments, scoring tools, atttributes, define popups, and create and display enrollment, discontinuation, and approval checklists.
-The Volunteer tab allows users to capture the names, and contact information for the volunteers associated wiht the program.
-The Adustment tab is used to adjust service totals for reporting purposes only.
-The Expenses tab allows users to capture Program related expenses.
-The Sessions tab allows users to create and manage program sessions. This includes setting their status, adding clients, setting the session days of the week and frequency, setting of the session page related options, and the selection of services offerred within the sessions.
-The Services tab captures the service activity associated with the program.
-The Partners tab allows users to identify any partners associated with the program, and displays their primary contact and organization.
-The Activity Definition tab is used to identify the Provider Assigned Goals associated with the program. This is needed for Staff Action Plans.
-The selection of the Program Operations tab is required if you want the program to show on the Staff Action Plan - Work Queue so users can have daily documentation and other daily tasks. It allows users to enter the Staff End of the Day List and the Household Activities (both needed for the Staff Action Plans). It also provides a field for users to select the default billing ruleset for the program operations, the Individualized Plan of Protective Oversight (IPOP) default document, the default approvers, the default header and footer for the printout, as well as the monthly report, a place to set the support and checklist note templates. set the ESignature modes and attestatation text, and the default or optional support requirements (Option: requiring initials, comments, prompt levels, and end date). All of which are needed for Staff Action Plans.
^^ Key personnel and staff members are used for Notification Actions in Incident Workflows.
^^^ The Transport Billing Code is used to set the billing amounts for Transport Activities.

In the Clients tab, consider entering the following key information:

• Enter any Clients who are associated with the program (optional).

Clients will be added automatically to this page when the program are added to their account.

In the Tasks tab, consider entering the following key information:

• Enter any Tasks which are associated with the program (optional).

In the Notes tab, consider entering the following key information:

• Enter any Notes which are associated with the program (optional).

In the Files tab, consider entering the following key information:

• Upload any Files which are associated with the program (optional).

Any questions regarding Programs can be directed to the Continual Care Solutions Account Manager for your Organization.