How To Set Up Program Types

SUMMARY: 

This document will instruct you in how to set up a program type in empowOR.

What is a Program Type?

• Every program must be assigned to a Program Type.
• Groups similar programs together under one category.
• Services and Outcomes are set up once and shared across all programs of that type.
• Programs under the same type must have the same Outcomes.
• Examples: Emergency Services, Head Start, Housing Vouchers.

Prerequisites

1. Service Templates

Decide on the correct Service Template for the program type:

• Service Delivery General
• Counseling
• Financial Services/Savings
• Attendance

2. Service Groups

Before setting up a Program Type, create Service Groups:

• Add a New Service Group (e.g., Homeless Services).
• Required fields:
  • Service Group Name
  • Service Group Type (Cascading/Regular)
  • Service Items (e.g., 1st Month’s Rent, Motel/Hotel).

3. Outcomes

Set up Outcomes before assigning them to a Program Type:

• Go to ADMIN -> PROGRAM INFO -> OUTCOMES.
• Add a New Outcome with:
  • Outcome Name (required)
  • Outcome Description
  • Service Template Type (required)

4. Enrollment Form

• Determine which Enrollment Form will be used.
• If using a custom enrollment form, create it before setting up the program type.

Steps to Add a New Program Type

1. Go to PROGRAM INFO -> ADD NEW PROGRAM TYPE
2. Basic Info
   • Program Type Name (required) → Recommended to include "Type" in the name.
   • Description
3. Assign Service Templates
   • Add one or more Service Template options.
   • The templates determine the available service groups when users add services.
4. Set Up Service Groups & Items
   • Service Delivery General → Select Service Group & Add New Service Items (if needed).
   • Counseling Service → Select Service Group & Add New Service Items (if needed).
   • Financial Service → Select Service Group & Add New Service Items (if needed).
   • Attendance / Multi-Service
     • If Track Attendance is enabled, an Attendance Form will be available.
     • A regular Service Group can be added for tracking additional services.
5. Attach Outcomes
   • Add a New Outcome and select the required Outcome(s).