Add or Edit Programs

For all access levels that will need permission to use Programs, follow the steps below:

1. Go to Administration > Access Levels.
2. Select an existing access level or create a new access level.
   
    
3. Select the 2nd User Access tab.
4. Check the box for Programs - List/Ad.
   

You will want to set up programs so that patients have a chart structure in a specific location and program. These programs can be used for Medication Dispensing, PROS, HCBSW, etc.

1. Click Administration > Programs.
2. Enter a Program Name and Description.
3. Complete any other desired fields. See below for field descriptions.
4. Click Save.
5. Repeat for each Program you wish to create.
   

Field Descriptions

• Enter the Name.
  • This is the name of the individual programs.
• Enter the Provider.
  • This can be set up in Users or identified here.
• Enter a Description of the program, i.e. Outpatient Mental Health.
• Select a Place of Service from the drop-down menu.
  • This will be the Place of Service as indicated on the license of the facility.
• Enter a program Code.
  • This is the code used by the agency for reporting purposes.
• The PRU (Program Reporting Unit) field is used by OASAS only.
• Enter a Provider Number.
• Leave the Threshold blank. See this article for more about Service Thresholds.
• Enter a Locator Code, provided by the agency.
• The Max # of Beds License field is for an inpatient facility and is found on the agency's license.
• The Max # Occupancy field is for an inpatient facility and is the maximum number of patients the facility is allowed to hold.
• OMH PCS Unit Code is specific to New York State OMH programs.
• OMH PCS Site Code is specific to New York State OMH programs.
• The Specific Service Type field is used to generate reports.
• BHCD Submission fields are used by CIA only.
  • BHCD Program Reporting Unit
  • BHCD OMH Program
  • BHCD Facility ID
• Select a Primary Diagnosis Category from the drop-down menu.
• The Opiate Program Type is used by a specific agency and services.
• The LOCADTR Location is specific to New York State.
• Check the box for Auto admit functionality (OASAS rules) to admit a patient after a third assessment is completed if the patient has yet to be admitted.
• Select a Programs Category from the drop-down menu.
• DARTS Service Setting Code
• Medication Billing Profile
• Program/Practice OID
• Program Flags allow the user to set program specifications based on the options selected.
  • 1st General Tab
    • Select Bill MD Only to bill Medicaid only and is only used if the patient’s secondary insurance is Medicaid. It will not bill Medicare. 
    • HCBSW is used for NY Office of Mental Health waiver services for children.
    • Inpatient is used for Inpatient Program billing.
      • This will bill as per diem daily services.
    • IOS/IOP is used for Intensive Outpatient Services and Intensive Outpatient Program billing.
    • Mental Health is used for Mental Health Clinic billing.
    • MH - Residential is used for Mental Health Residential billing.
    • OMH Case Management is used for NY OMH Case Management billing.
    • Opiate is used for Opiate Program billing.
    • PROS is used for NY OMH Personalized Recovery Oriented Services billing.
    • Transitionable is used for making one program transitional to another program.
    • Medication Dispensing Program is used for Medication Dispensing Program billing.
    • Inactive is used to inactivate the program record.
  • 2nd General Tab
    • Select Hide Manage TP on Chart to hide the Manage TP button on the chart.
    • DARMHA SUD Treatment

1. At the bottom, select the program you wish to edit from the list.
   
    
   • Check the box to Include Inactive if desired.
2. You will see the selected program's information at the top, displaying in Edit Mode.
   
    
3. Make the desired changes.
4. Click Save.