Configure a program

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

Before you begin

Role required: sn.hcls_manager or admin

To associate an eligibility criteria checklist with the program, create a checklist. For more information, see Create a checklist.

Note:

By default, the application provides a few checklist templates that you can use as a reference when creating a checklist for a Healthcare and Life Sciences program.

About this task

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

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program.
2. In the Programs list, click New.
3. In the Name field, enter a name to identify the program.
4. Optional: In the Eligibility criteria field, click the lookup icon and select a checklist from the Name column of the Checklist Templates list.
5. Select the Active check box to enable the program for use.
6. Provide the start date by either entering the date in the Start Date field in the yyyy-mm-dd format, such as 2021-12-31, or clicking the select date icon () and selecting the date.
7. Optional: Provide the end date by either entering the date in the End Date field in the yyyy-mm-dd format, such as 2021-12-31, or clicking the select date icon () and selecting the date.
   Note:

   The end date of the program must be later than the start date.
8. Optional: Associate medication products with the program.
   1. Click the unlock medication product icon () next to the Medication product field.
   2. Click the lookup icon for the Medication product field.
   3. In the Medication product models list, click the link to the medication product.
   4. To add multiple medication products, repeat steps 8.b through 8.c.
   Note:

   When you add a medication product for a program, you must also configure the dosage specifications for the medication product. For more information, see Configure dosage specifications for a medication product.
9. In the Description field, enter a summary of the program.
10. Click Submit.
11. Optional: Configure a specification characteristic for the program.
12. Optional: Associate the program with a program service.
13. Publish the program.

Configure a specification characteristic for a program

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

Before you begin

Role required: sn.hcls_manager or admin

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program.
2. In the Programs list, click the link to a program 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.
7. Click Submit.
   Note:

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

Associate a program with a program service

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

Before you begin

Configure a program service.

Role required: sn.hcls_manager or admin

About this task

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

Procedure

1. Navigate to All > HCLS Service Management > Administration > Program.
2. In the Programs list, click the link to a program 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

Publish a program 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.
2. In the Programs list, click the link to the program from the Number column.
3. On the Program form, click Publish to make the program available for use within Healthcare and Life Sciences Service Management applications.