Programs, Surveys, and Protocols

Permissions

To complete program intakes and referrals on the Program, Surveys, and Protocols tab of a Contact in CS Contact, CareSuite users require a CS Contact role that has the "Manage Contact" permission

Programs

Search and browse Programs within the Organization

A Program will display in 1 of 4 ways:

1. Highlighted Yellow with "Submitted {date}" underneath — there is a previous submission to this Program for the Profile associated with this Contact

2. Highlighted Green with "Zip Code Eligible" / "Post Code Eligible" underneath — this Program is restricted to Clients in particular areas, and the current Client is eligible

3. Greyed Out with "Zip Code Ineligible" underneath — this Program is restricted to Clients in particular areas, and the current Client is not eligible

4. With no additional text underneath — this Program has no restrictions and no previous submissions for the Profile associated with this Contact

Navigation

• To Search, type a keyword in the Search bar

  • Matching Programs with that keyword in the Project Name, Short Name, and/or Project Description will display underneath

• To Browse, scroll through the listed Programs

  • Programs display in alphabetical order (0-9, A-Z), according to their "Short Name"

• For a Program to appear on this page, the option for "CS Contact Intake Enabled" must be enabled for the Program. Visit CS Care > Project Settings > Edit Project (requires CS Care Project Admin permissions)

Program Details

Click on a Program to view its Details.

The Program Details has 3 tabs:

1. Intake

2. Referrals

3. About

Intake

• The first tab that opens when clicking a Program

• Click "New submission" to fill out a new Program/Project Intake survey

• If available, the CS Care Case Code (with a hyperlink) and the Submitted At Date for the previous Submission(s) for the Profile Associated with this Contact will appear in a list

  • Click the "Edit" button to View or Edit this Submission

• To view the above options, the Contact must be Open

• The CS Care Case Code hyperlink directs users to the Case in CS Care (requires appropriate CS Care Project permissions)

• See Survey Navigation for more details on completing surveys within CareSuite

Referrals

• View the list of Related Resources for this Program

• Click on a Resource to view the Resource Details Popup

  • Use the "Refer this Resource" option to Refer the Resource

  • If the Resource has been Referred on this Contact, a Green Checkmark and "Referred" will appear underneath it

• To Refer a Resource, the Contact must be Open

• For a Resource to appear on this tab, the Resource must be added to the "Related Resources" list for the Program. Visit CS Care > Project Settings > Edit Project (requires CS Care Project Admin permissions)

About

• View the Overview information for the Program, including the Project Name, Project Description, and Contact Agent Instructions

• To Edit this information, visit CS Care > Project Settings > Edit Project (requires CS Care Project Admin permissions)