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Programs & enrollment

What it does​

Programs are structured care or public-health pathways (definitions, workflows/states, and patient enrollments). Staff enroll eligible patients, advance their state, and review history from both the programs area and the patient record.

Where to find it​

  • Programs — /programs
  • Definitions — /programs/definitions
  • New program — /programs/new
  • Enrollments — /programs/enrollments
  • On a patient — /patients/[patientId]/programs

📸 Screenshot: program definitions (programs-list).

Program definitions

Common tasks​

Browse program definitions​

  1. Open Programs → Definitions.
  2. Open a program to review metadata, workflows, and states.
  3. Create a new program when you have permission (name, codes, sensitivity, and workflow setup as required by your site).

Enroll a patient​

  1. Open the patient → Programs, or Programs → Enrollments.
  2. Choose the program and complete enrollment fields (dates, facility context).
  3. Save. The enrollment appears on the patient’s programs list.

Advance a patient’s program state​

  1. Open the enrollment detail (/patients/[patientId]/programs/[patientProgramId] or from enrollments).
  2. Record a state transition to the next allowed state.
  3. History remains append-only; completing a terminal state ends that workflow participation.

Complete or close an enrollment​

Use the complete / end actions when offered, with outcome concepts your program defines.

Tips & limitations​

  • Enrollment lists respect patient access rules — you only see enrollments for patients you may access (Visibility & consent).
  • Program data sensitivity can further restrict who may read enrollments.
  • Building complex program workflows may require administrator rights on the program engine; ask your implementer if New program is hidden.