2021 Changes - Generic Program Settings - Agency Programs

Owned by Stephanie McLean (Unlicensed)
Last updated: 28 Mar, 2021

Network Administrators can edit existing programs, but not create new ones. All new programs, whether at the network or agency level, still need to be created by our support team.

An agency program is a program created at the network level that was customized at the agency level or a program initially created at the agency level.

  1. Make sure you’re logged into the agency organization.

  2. Go to Administration, Agency Programs.

  3. Click on the orange edit icon beside your generic program.

Name: the name of the program
Summary: short description of the program (this will appear on the label of the program button)
Type: program type this program has been set up with

Visit Options

  • Visit Reason

    • Visit Reason Required

  • Delivery Options

  • Referred To

    • Referred To Optional

  • Allow Same Day Visits

  • Bypass Semi-Restricted Security

  • Visit Frequency

    • ____ visit(s) every ____ Day/Calendar Week/Calendar Month/Calendar Year

    • Enforce Visit Frequency

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Appointment Options

Off

You do not want to track any appointment options for this program.

Date

Track basic day availability for this program. This would be days of the week that you’re open. The Exceptions section will allow you to block off specific days, like holidays.

Date & Time

Track basic day and time availability for this program. This would be days and hours of the week that you’re open. The Exceptions section will allow you to block off specific time periods, like a lunch hour.

Caseloads

Track day and time availability for this program, but also set a restriction of how many appointments you want to be ale to book within a certain number of minutes. This would be days and hours of the week that you’re open and number of appointments within number of minutes you’d like to schedule (e.g. 5 appointments every 30min). The Exceptions section will allow you to make exceptions where you increase your capacity on certain days or time periods.

 

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Food and Items Provided

  • You can select if you’d like either the foods provided or items provided (or both) sections to be required fields.

  • You can also add your own Quantity label to track lbs, kgs or hampers provided.

Program Provisions

  • This list displays all of your active provisions. If you’d like to modify this list, see https://link2feed.atlassian.net/wiki/spaces/UserManual/pages/927957074 for more information on how to do this.

  • Count of Items: whole number count of provisions.

  • Currency: dollar value of provisions.

  • Weight: weight value of provisions.

  • Checkbox: checkbox option

  • Active/Inactive: enabling a provision only does so for this specific program.

There’s a little question mark icon beside each option. If you hover over it, it will describe what checking off the option would do.

Disclaimer

Agreeing to this disclaimer helps the system to keep a long of changes made and the user who made them.

Program Options Change History

This is a log of changes made. It indicates the date, user, field previous and new values of the updates made to that program’s configurations.