Creating a Programme

A Programme provides a central framework for managing and delivering health assessments. It brings together products, locations and appointment scheduling. A dedicated booking link can be generated using the programme invitation code, allowing clients to book appointments or, where applicable, register for the programme.

To create a programme

From the top bar click on More > select Programmes.
Click New Programme.
Complete the relevant sections as outlined below.

1. Identity

Enter the basic details of your programme:

Name: Enter a clear, descriptive name that will help you identify the programme, particularly if you manage multiple programmes.
Code: Enter a descriptive programme code for internal use.
Start and end: Enter the dates during which the programme will run. These dates can be amended or extended if required.
Booking code: Enter the code clients can use to access the programme and book appointments. The code must contain at least 10 characters.

For more information, see Invitation Codes and Booking Links.

2. Structure

Will this programme need appointments?

Yes: Select if the programme will include scheduled appointments.
No: Select if the programme will facilitate client registration without an appointment schedule.

Note: Once a programme has been created, the Will this programme need appointments? setting cannot be changed.

3. Invitations

Programme category

Select the appropriate programme category:

Standard programme: Used to deliver a programme at one or more specified locations.
Organisation programme: Provides a streamlined setup process by allowing you to select or create an organisation, create a contract, and generate a shared invitation code during programme creation. This removes the need to complete these tasks separately through Contract Management.

Will this programme use a shared invitation code?

Yes: All clients registering for the programme will use the same invitation code. This is the default setting.
No: Unique invitation codes can be generated for individual clients.

For further information, see Invitation Codes.

4. Clinical

Laboratory: Select the laboratory associated with the programme, where applicable.
Custom Reports: Where available, select the required Custom reports .

Tip: Assigning a laboratory allows you to filter by laboratory when generating a Laboratory Collection Report.

5. On offer

Select the products and locations to be made available within the programme.

Products: Select one or more products to be offered to clients.
Locations: Select the locations where health assessments will be conducted.

You can select individual products and locations or use Select all, where appropriate.

6. Registration

Configure the additional information clients will be asked to provide during registration.

Will this programme ask for client address? Select Yes to request the client's address.
Will this programme ask for client employee number? Select Yes to request an employee number.
Will this programme ask for client department? Select Yes to request the client's department.

Tip: This option is only available if a list of departments has already been created. See Assigning Departments to a Programme for further information.

7. Appointment options

Configure the appointment requirements for the programme. These settings are the defaults a new programme group starts from.

Fasting: Select Yes if clients are required to fast before their appointment.
Fasting bloods appointment: Select Yes if the programme includes a separate fasting bloods appointment.
Separate follow-up appointment: Select Yes if a follow-up appointment is required.
Appointments as video consultations: Select Yes if appointments will be conducted by video consultation.

Note: Changes to these settings leaves existing groups, and appointments already booked, exactly as they are.

8. Rescheduling and cancellation

Configure whether clients can reschedule or cancel their appointments. These settings are the defaults a new programme group starts from.

Rescheduling

Allow appointment rescheduling? Select Yes to allow clients to reschedule their appointments.
Will this programme allow clients to reschedule to a different appointment location? Select Yes to allow clients to change their appointment location when rescheduling.

Note: Changing appointment location is only available for Programme Groups that also permit appointment reschedules.

Cancellation

Allow appointment cancellation? Select Yes to allow clients to cancel their appointments.

9. Processing and staff notifications

Configure processing requirements and appointment availability notifications. These settings are the defaults a new programme group starts from.

Processing days: Enter the number of business days required for processing. This determines how far in advance a follow-up appointment can be booked.
When available time slots are below: Enter the number of remaining appointment slots that should trigger a notification to staff. Leave this field blank to disable these notifications.

Changes made to these programme-level settings will not affect existing Programme Groups or appointments already booked.

10. Create the Programme

Once all required information has been entered, click Create.

Next step: Create a Programme Group

Once the programme has been created, the next step is to set up a Programme Group.

Programme Groups can be configured with or without appointments, depending on the programme requirements. Select the relevant guide below for step-by-step instructions:

Creating a Programme Group (with appointments)

Creating a Programme Group (without appointments)