Program Set-Up

Overview

• Private Confidential Programs
• Program Type to Work Template

Program Setup

• Assigning Outcome Targets
• Confidential Programs
• Deleting a Program / Program Type
• Editing Service Groups
• How To Set Up Programs And Program Instances
• How To Set Up Program Types
• Privacy Tags
• Program (Eligibility and Referral) Rules
• Service Forms
• Service Forms (Recording Services)
• Service Grid Setup
• Set Up Program (Budget Counseling)
• Set Up Outcomes

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Work Templates

• Save & Next for Work Templates
• Work Templates Process

Referrals

• Manual & Presumptive Eligibility Referrals
• Referrals in empowOR
• Set up Referrals

Other Topics

• Creating Assessments
• Custom Fields & Forms
• Funding Sources & Funding Allotments
• Visual Flags

Videos

• Assessments and Reporting - Webinar - 3/27/25
• Creating a New Assessment
• Custom Fields for Admin - Webinar - 6/22/2023
• Custom Forms for Admins - Webinar - 6/29/2023
• Eligibility for Programs - Webinar - 01/18/2024
• Holiday Uses of empowOR - Webinar - 11/20/25
• Nonprogram Service Forms - Webinar - 5/15/2025
• Nuances in Presumptive Eligibility - Webinar - 2/1/2024
• Overview: Referrals in empowOR - Webinar - 4/18/2024
• Presumptive Eligibility from the HH Screen - Webinar - 1/25/2024
• Program Set Up - Webinar - 11/14/24
• Providing Assessment Access to Staff (Admin)
• Setting Up Assessments
• Setting Up Referrals - Webinar - 4/25/2024
• Sharing/Distributing Assessments
• The Work Template
• Using custom fields and custom forms

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