Program Schedules

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Definition of  Program Schedule?

A Program Schedule is the schedule of sessions for a program category. A program category is simply the program offered (e.g., Weight Loss program, Anxiety program, etc.).

For example, the "Improving Moods" program runs each month for four weeks. This program is run on Tuesdays and Thursdays, with patients signing up for either session. To cover March and April, there will be 4 program schedules: one for each month and one for each of the evening it is run.

• March on Tuesdays
• March on Thursdays
• April on Tuesdays
• April on Thursdays

Each Program Schedule will have providers responsible for delivering the sessions —there may be more than one provider. Each Program Schedule can have one or more patients enrolled. Patients may enter a program at any time and, as long as they complete the required number of sessions, they will complete the program schedule. 

Searching for a Program Schedule

From the Dashboard, select Cases & Programs.

In the Main Menu, click All Programs and then, under the banner, click Search.

The Search panel appears. Complete all, some, or none (to display all schedules) of the search criteria. In the example below, we are searching for all schedules serviced by the Provider, Dr. William Bill.

When done, click  Search.

Any schedules that meet your specified search criteria will appear.

Sorting programs:

A user can sort the program by either start date or end date in newest to oldest or oldest to newest order in all programs screen. By default, the sorting is set to start date in the newest to oldest arrangement.

Archive a Program:

In order to archive a program schedule, the user must possess the following permissions:

Can schedule programs for myself or Can manage enrolment in my programs 

Can schedule programs for others or Can manage enrolment in others programs

the dashboard and choose "Cases & Programs." In the menu, click on "All Programs" or "My Cases & Programs" based on your permissions. If you have the required permission, you will see the "Archive" option available.  

Restore Archived Program:

To restore an archived program, kindly adhere to the following steps:

1. Go to the dashboard and select "Cases & Programs."
2. In the menu, choose "All Programs."
3. Click on the "Search" option.
4. Tick the box for "Include Archived?"
5. Click on "Search."
6. The system will display both active and archived programs.
7. Click on "Restore" for the specific program you wish to restore.

Adding a Program Schedule

From the Dashboard, select Cases & Programs. 

In the Main Menu, click All Programs and then, under the banner, click Add in the Prog Schedules screen.

The Details panel appears.

In the Prog field, select a program (these are pre-configured by your Administrator). Proceed to add a description, start & end dates and the maximum number of enrollees (the maximum is 100 enrollees).

The schedule will be added to the Program Schedules screen.

Managing a Program Schedule

In the Progs list, click Manage for a program schedule.

The Details panel appears. From here, you can add/remove enrollees as well as add/remove providers.

To add a new enrollee, click Add in the Active Enrolments panel and then select a patient. Similarly, to add a new provider, click Add in the Providers panel and then select a provider.

Editing a Program Schedule

From the All Progs screen, click Edit for a program schedule.

The Details panel will appear. 

Change information, as needed. When done, click Update Programs Schedule.