Configure a program service

Add a program service for use within the programs associated with the Healthcare and Life Sciences Service Management applications.

Before you begin

Role required: sn.hcls_manager or admin

About this task

By default, the application provides a few sample program services for the Healthcare and Life Sciences workflows that you can as a reference when creating a program service.

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program service.
2. In the Program services list, click New.
3. On the form, fill in the fields.

   Table 1. Program service form

   Field	Description
   Number	Unique identifier for the program service. This field is automatically set to an auto-generated number.
   Name	Name to identify the program service.
   Active	Option to enable the program service for use.
   State	State of the program service. This field is automatically set to the Draft state.
   Start Date	Date when the program service is scheduled to start.
   End Date	Date when the program service is scheduled to end. Note: The end date of the program service must be later than the start date.
   Description	Summary of the program service.

   Note:

   Either enter the date in the yyyy-mm-dd format, such as 2021-12-31, or click the select date icon corresponding to the date type. For example, provide the end date of the program service by either entering the date in the End Date field or clicking the select date icon () and selecting the date.
4. Click Submit.
5. Optional: Configure a specification characteristic for the program service.
6. Optional: Associate the program service with a program.
7. Publish the program service.

Configure a specification characteristic for a program service

Create a specification characteristic so that you can define the program service offering in Healthcare and Life Sciences programs.

Before you begin

Role required: sn.hcls_manager or admin

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program service.
2. In the Program services list, click the link to a program service from the Number column.
3. In the Specification Characteristics related list, click New.
4. In the Characteristic field, click the lookup icon and select a characteristic from the Name column of the Characteristics list.
   By default, the application provides the Benefit Investigation characteristic for use a reference when creating a characteristic. To create a new characteristic, click New in the Characteristics list and fill in the characteristic details.
5. Optional: In the Characteristic Option field, click the lookup icon and select a characteristic option from the Option column of the Characteristic Options list.
   To create a new characteristic option, click New in the Characteristic Options list and fill in the characteristic option details.
6. Optional: Select the Mandatory check box to make the specification characteristic as a requirement for completing the program service.
7. Click Submit.
   Note:

   You can ignore the Activities section, which is not used.

Associate a program service with a program

Create a relationship between a program service and programs to make the service available within the program.

Before you begin

Configure a program.

Role required: sn.hcls_manager or admin

About this task

You can also associate a program service with a program by using the Program module. For more information, see Associate a program with a program service.

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program service.
2. In the Program services list, click the link to a program service from the Number column.
3. In the Program relationships related list, click New.
4. In the Program field, click the lookup icon and select the program from the Name column of the Specifications list.
5. In the Program service field, click the lookup icon and select a program service from the Name column of the Specifications list.
6. In the Relationship Type field, select Offers.
7. Select the Active check box for activating the relationship.
8. Click Submit.

Publish a program service

Publish a program service for use within the Healthcare and Life Sciences Service Management applications.

Before you begin

Role required: sn.hcls_manager or admin

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program service.
2. In the Program services list, click the link to the program service from the Number column.
3. On the Program service form, click Publish to make the program service available for use within Healthcare and Life Sciences Service Management applications.