Administer programs (Community sector only)

Programs are specifically related to the community sector. They are used to group your clients together into their care programs or group activities for easy viewability.

Customise settings to show the programs tab:

Select the down arrow next to ‘ARM Pro’ via the side navigation bar
Select ‘Customisation’
Select ‘Settings’
Select ‘Yes’ PROGRAMS – Shown in ARM
Select ‘Save’

Create program

To create a Program:

Select ‘Create client’

Select ‘Program’
Select ‘Program (Organisation/Group)’
Enter Program name
Select ‘Next’

Complete additional fields
Select ‘Save’

View program

To view a Program:

Select ‘Advanced search’
Select ‘Programs’

Identify the relevant program via search

To view all Programs:

Select ‘Reports’
Select ‘Clients + Programs Search’ from drop-down menu

Select ‘Programs view’

This is a dynamic list with hyperlinks to take you directly to a Program.

Add clients to programs (PocketWatch subscribers)

To add clients to a program:

Navigate to PocketWatch > Programs
Select ‘Edit’ against the relevant program

Select the program owner from the drop-down
Enter in ‘Establishment fee’, if applicable
Enter in ‘Administration overhead’, if applicable
Select the add icon

Select the client from the drop-down
Select the contact from the drop-down
Enter in hours, if applicable
Enter in ratio, if applicable
Select ‘Apply’

Select ‘SAVE’

Last updated: 6 July 2021

Table of contents

Create program

View program

Add clients to programs (PocketWatch subscribers)

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