Setup the Program Enrollment Field

Last updated
Save as PDF

Add and Remove Service Fields from a Service Entry Form

Whenever feasible, you should remove unnecessary Service Fields from Service Forms (such as Activity Type, Client Involved, and so on.) to ensure the Program Providing Service and Site Providing Service are in a convenient location near the top of the form.

The Service Related Encounter Information section automatically displays for all events that are denoted as services. You can select the Is Service checkbox to denote an event as a service.

Remove Service Fields from a Service Entry Form

Navigate to: Setup > User Tools > Form Designer > Form Designer.
Click Open and search for/select the form.
Note: There is no group called Service Related Encounter information.
Right-click on the last field at the end of the form and select Insert Group After.
Enter Hide Service Entry Fields in the Caption field.
Click the Is Visible checkbox to de-select and hide this group.

The following steps can be repeated for the following EventLog Fields:

Do Not Bill Indicator (Exempt from Billing)
Activity Type ID
Client Involved
Encounter With
Service Authorization

Right-click a field then select Insert EventLog Field After.
Enter the following:

Column - Select the appropriate EventLog field
Is Visible - Click to uncheck
Is Modifiable - Click to uncheck

Click Save.

Move Program Providing Service and Site Providing Service Fields on a Service Entry Form

To move these fields to a new position on the form, you must first add the Service Track Event ID field above the Program or Site Providing Service fields.

Click on the form to select it again.
Right click on the field you want to move the Program Providing Service field after and select Insert EventLog Field After.
Enter the following:

Column	Service Track Event ID
Is Visible	Click to deselect the checkbox
Default Value	getDataValue('service_track_current_view','people_id',parentValue,'event_log_id')

Click Save. System Result: This will provide the Service Track Event ID field as an option for the Program Providing Service field Depends On.
Click on the form to select it again.
Right click on the Service Track Event ID field and select Insert EventLog Field After.
Enter the following:

Column	Program Providing Service
Required	Click to select the checkbox
Look-up Table Used	LUT name is Program by Client’s Service Track and Service
Depends On	Service Track Event ID
Depends On (other)	getElementFromXML(formXML,'event_definition_id')~agencyID~getElementFromXML(formXML,'staff_id')
Default Value	programPS

Click Save. This will provide the Program Providing Service field as an option for the Site Providing Service field Depends On.
Click on the form to select it again.
Right click on the Service Track Event ID field and select Insert EventLog Field After.
Enter the following:

Column	Site Providing Service
Required	Click to select the checkbox
Look-up Table Used	LUT name is Provider Sites by Program
Depends On	Program Providing Service
Depends On (other)	agencyID~getElementFromXML(formXML,'event_definition_id')
Default Value	sitePS

Click Save.

Add the Program Enrollment Field to a Service Entry Form

Release Consideration: In myEvolv versions 9.0.8170 and later, you can add the Program Enrollment field to your service entry forms.

The Program Enrollment Entry field gives you the ability to move services between different episodes of the same program. For example, when a client is enrolled in the same program twice (one with an end-date and one without), you can select which program enrollment to apply to the service.

Note: You must add the Program Enrollment Entry field in order to select which program enrollment to apply to a service. If you do not add this field to the form, and a client has been enrolled to a program multiple times, the system will default to a program enrollment that may not be correct.

Menu Path

Setup > User Tools > Form Designer > Form Designer

Setup the Program Enrollment Field

Navigate to the following path: Setup > User Tools > Form Designer > Form Designer.
In the toolbar, click Open. Select an appropriate form family.
In the Form List pane, select the appropriate form.
In the Preview Form pane, right-click on the appropriate element and select Insert Event Log Field After or Insert Event Log Field Before as appropriate.
In the Properties pane, complete the following fields:

Column - Click the ellipses. In the Columns Pick List dialog, search for and select the program_enrollment_event_id column name.
Caption - Modify the text to be the appropriate label in your form, for example, Program Enrollment.
Look-up Table Used - Click the ellipses. In the All Look-up Tables dialog, search for and select the LUT Name, Program Enrollments by Enrollment ID table.
Depends On - Click the ellipses. In the Depends On dialog, select Link to Person.
Depends On (Other) - Click the ellipses. In the Depends On (other) dialog, enter the following text: getFormElement('program_providing_service'). Click Update and then Close.

System Result: The Program Enrollment field is available on the service entry form. You can use the Program Enrollment field to choose the enrollment instance of the program in cases where the client has more than one enrollment instance in that program.