Converting a Program
Overview
Converting a program may be necessary under the following circumstances:
Changing Needs: When a member's healthcare needs evolve but the current program no longer adequately addresses them.
Program Availability: If a new program becomes available that better suits the member's goals and preferences.
Better Fit: When the Guided Health Journey offers a more comprehensive digital engagement than the Classic program.
Technology Upgrade: If technology tools like apps and chat features introduced in a Guided Health Journey are required for enhanced member experience.
There are two major classes of programs in the platform: Classic (Telephonic Only) and Guided Health Journey (sometimes called a Digital Journey). A Guided Health Journey is a program that can be conducted telephonically and includes digital capabilities, such as a member app and chat.
Both classes of programs allow you to covert a program. Converting a program changes the current program to the new one selected. The current program is closed, and a new program is opened. The old and new programs are linked to each other.
* Access to Care Management * Permission to create a program
When you determine that a member's current program should be changed to better suit their healthcare needs.
Follow your organization’s policies and procedures when converting a program for a person. This includes such considerations as the person’s coverage options, who can open a new program, and how to assign program ownership.
Converting a Program
From Program Details page, click the **Convert Current Program**
icon.
Fill in the new program details.
Click **Convert Program**.
A warning message displays if there are open tasks or problems associated with the original program.
The new program is created, and the new Program Details page displays.The original program is referenced under the **Opt In** section of the Journey Bar. To access the program, either click the link or find it in the Comprehensive Person View.
Additionally, the original program is closed automatically with a Closed Reason of Program Changed.
The original program also includes a reference to the new program under the **Close** section of the Journey Bar. To access the program, either click the link or find it in the Comprehensive Person View.
