To set up each of the CFTSS service lines as a program i.e. OLP as a program; PSR as a program, complete the following:
- Go to Administration 🡪 Programs.
- Name- Enter the name of the program.
- Description- Enter a description of the program.
- Place of Service- Select a place of service for the program.
- Program Category (optional)- Can group CFTSS programs into a Program Category for use in the “My Client List”.
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