Programs provide a structured way to classify and organize clients based on the services, therapies, or curricula they receive. This improves visibility, consistency, and navigation across teams.
Who can use this feature
- Organization Administrators only
Full access to create and manage programs
Team Members, Interns, and Law Enforcement/Advocates do not have permission to create programs.
How to create a new program
Step 1: Go to Programs
From the left-hand sidebar, click Programs.
Step 2: Click “Add Program”
Select the Add Program button in the upper right corner.
Step 3: Enter program details
Fill in the required fields:
- Program Name
- Start Date (when the program began)
- End Date (optional for ongoing programs)
Step 4: Complete HMIS fields (recommended)
The HMIS section includes standardized fields used for reporting and compliance.
We recommend completing these fields even if you do not report under HMIS, as they support structured tracking and analysis.
Program Type
Defines the official category of the program (e.g. Emergency Shelter, Transitional Housing, Rapid Rehousing). Helps ensure accurate reporting and classification.
Funding Source(s)
Identifies the funding streams supporting the program. Supports accountability and alignment between services and funding.
Why this section matters
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Supports HMIS and grant reporting
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Ensures data consistency across systems
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Helps with audits, compliance, and outcome tracking
Step 5: Create the program
Click Create Program to save.
Step 6: Confirm your program
Return to the Programs tab to verify that your new program appears in the dashboard.
Tips / Best practices
- Use clear, consistent naming for programs
- Complete HMIS fields whenever possible for better reporting
- Create programs before enrolling clients to ensure proper organization
Summary
Creating programs allows you to structure your services, organize clients, and maintain clear visibility across your organization.
Related Articles
- Overview of Programs
- How to enroll a client in a program
- How to view enrolled programs for a client
- How to use assessments at the program level
- Overview of the client toolkit
Need more help?
If you need help creating or managing programs, please contact your Organization Administrator or reach out to our support team for assistance.