Organize supervisees into programs

Before you begin

Your organization must use programs, and your role must allow you to create or edit the relevant program. A supervisee can belong to one program at a time.

Create a program

Create the program before assigning supervisees or a program director.

1. Open your account menu and select Programs.
2. Select + Add program.
3. Enter the Program name.
4. Select Submit.
5. If needed, open the program's options and assign a Program director.

Only roles with program-creation access see + Add program.

Add or remove supervisees

Use the program page to update its supervisees.

1. On Programs, open the options for the program.
2. Select Edit supervisees.
3. Select people from the available list and move them into the program, or select current members and move them out.
4. Select Save changes.

Moving someone into a second program can fail if they are still assigned to another one. Remove them from the first program, save, then add them to the new program.

Filter the portal by program

On pages that show Program:, choose a program under Select Program to limit the view. Choose See all programs to clear the filter when your access allows it.

Program assignments also affect what program directors and clinical directors can see. Changing a supervisee's program can therefore change which team members can view and manage that person.

After moving a supervisee, reopen the relevant program filter and confirm that the person appears in the intended program before continuing other work.