Configuring program closure settings

Enable the program closure settings so a care team member can close any open items a client may have when they are updating a client's program status.

About this task

Manage program closure settings to enable the care team to quickly remove care team members and their open assigned/unassigned items when updating a client's program status to Disenrolled, Completed or Not Enrolled. Use the Show and Hide actions to display the additional program closure options to the care team for each applicable status, or to hide them from view.

Procedure

  1. Sign in with your administrator credentials.
  2. Click Care Planning > Programs > Program Closure Settings. The Display state indicates whether configured closure settings are currently Shown and available to the care team to use, or Hidden and unavailable. By default, Display is set to Hidden
  3. Use the Show and Hide actions to display the program closure settings to users or hide it from view.
    • To hide the program closure settings, from the row Actions menu, select Hide.
    • To show the program closure settings, from the row Actions menu, select Show.