This guide describes additional features that are designed to enhance usability and efficiency:

- Access to Care Management - Permission to create/edit/view a program

When you want to update an existing program to include additional details that will assist in managing the program more effectively.

Follow your organization’s policies and procedures when adding detail to a program for a person.

Diagnoses help prioritize program resources and allocate them effectively for patients, allowing access to targeted patient education, necessary tests, and referrals to specialists. Including at least one diagnosis within a program also helps the patient understand and accept their condition. This knowledge empowers patients to actively participate in their care, adhere to their treatment plans, and make informed health decisions, leading them to better outcomes.

For each diagnosis you want to add to a program, complete the following steps:

From the Program Details page, scroll to the Program Journey, and then click on the **Diagnoses** tab.

Click **Add Diagnosis**.

Add Diagnosis allows you to do a search via code or description or utilize a quicklist to select from a list which includes code and description.* Type in the code or description. and then click **Search**. * Click **Add**.

After entering the diagnosis, you have the following options:

The first diagnosis record entered defaults to primary. You cannot delete the primary diagnosis.

On either the Create New Program or Edit Program page, scroll to the Program Journey, and then click on the **Providers** tab.

Click **Add Provider**.

You can either **Search** for an existing provider or add a **New Provider**.

When you locate the intended provider via Search, click **Add**.

After Adding your provider(s), select the **Role**, **Effective date**, and **Termination date** (not required).

Click **Add Role**.

You also have the following options:* **Delete:** Delete a provider by clicking the delete

icon next to the provider record. * **Make Primary:** Set a primary provider by selecting the star next to the provider record.

The first provider record entered defaults to primary. You cannot delete the primary provider.

* Edit the Role, Effective date, Termination date by clicking the pencil

icon.

Custom Fields allow for the addition of customizable data fields, providing flexibility to tailor the program to specific organizational needs and ensuring relevant data collection.

On either the Create New Program or Edit Program page, scroll to the Program Journey and click the **Custom Fields** tab.

Custom Fields are pre-configured by your organization ready for entry.

After custom fields are saved, they can be changed by making a different selection and clicking the **Save** button.{% include "https://app.gitbook.com/s/pBCMecbzmm4vQGE6p7FG/~/reusable/QXipU6WCHzGr5ORKhmgY/" %}