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In This Section

Initial System Setup


Appointment Type Templates



List Maintenance

EMR-Bear defines a "Program" broadly as a group of services a client can receive when "accepted", "admitted", or "enrolled" into that program. Organizations can have a single program (such as OPT) or multiple programs. "Enrollment" into a program can be restricted to certain conditions or open so every client in the system is automatically enrolled into a given program.

Each program must be entered in the system. And each client will have a "file" for each program in which they are enrolled. The system by default comes pre-loaded with the "Outpatient" program and can support as many programs as your practice has in place. Each client will have as many files as program enrollments, meaning each program will provide an isolated file for a client for that program.

To get into the program menus, go to Dashboard -> Clinical -> Programs

Clinical link.png

The program admin screen will display all the programs loaded into the system along with their sections, and the locations at which the programs are being offered. Each program also identifies the people (Liaisons) who have a key role in the program.


Clicking on the (Capture pencil.PNG) allows you to change the properties of a program.

Program edit.png

The same fields are shown when creating a new program. The "Acronym" field is where the nickname (usually initials for the program) appears. The "Name" field reflects the full name of the program. If "Auto-Enrollment" is selected, all clients will be automatically enrolled in that program if the program is available at the client's default location. This is a convenient set-up for programs that are available to all clients without prior screening. The "Active" check-box must be selected for the program to be functional. "Description" further defines the program.

Capture New Program screen.PNG

Program Liaisons are for identifying the system users that occupy roles in the given program. By identifying people in those roles, the system can grant special permission to those users according to their role in the program. A Program Director or Manager will be able to see the files of the clients under such program (more on this in the Permissions Section).