Management Program Tab

Owned by Patrick Reynolds
Last updated: Oct 03, 2022
1 min read

The “Program” tab is where you can create and manage programs (also called funding sources, or cost centers). As the specifications for each program vary, multiple customization options are available in the bottom area which apply to the highlighted entry.

Detail

To add a program:

  1. Navigate to the program tab

  2. Click Insert on the top

  3. Fill in the Name, Sub Account #, Provider ID, and Address info

  4. Type in any other optional fields

  5. Click Save