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Version: 1.0.0
Last Updated: 2026-02-25
Module: CL (Clinical & EHR)
Status: Active
Purpose: Configuration and administration guide for CL-27 Program Scheduling Templates.

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Overview

This guide covers administrative tasks for program scheduling: template configuration, permission assignment, schedule definition schema, and billing code mapping.

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Configuration

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Program Type Minimums

Program TypeMin Hours/WeekMin Days/WeekCommon HCPCS
IOP93H0015, H2036, S9480
PHP205H0035, H2017
Residential11H0018, H0019
Outpatient11H0038, 90837, 90847

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Schedule Definition Schema

The schedule_definition JSONB column stores the weekly template: 
{
  "blocks": [
    {
      "day_of_week": 1,
      "start_time": "09:00",
      "end_time": "12:00",
      "service_type": "group",
      "description": "Morning IOP Group"
    }
  ],
  "exceptions": [
    { "date": "2026-07-04", "reason": "Holiday" }
  ]
}
  • day_of_week: 0 = Sunday, 1 = Monday, … 6 = Saturday
  • service_type: group | individual | peer_support
  • exceptions: Dates to skip during session generation

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Permissions

Assign these permissions via the Admin → Permissions page:
Permission KeyRecommended Roles
cl.program_schedules.vieworg_admin, manager, staff
cl.program_schedules.createorg_admin, manager
cl.program_schedules.editorg_admin, manager
cl.program_enrollments.vieworg_admin, manager, staff
cl.program_enrollments.createorg_admin, manager, staff
cl.program_enrollments.editorg_admin, manager

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CL-14 Integration

Group session auto-creation inserts into cl_group_sessions with custom_fields.program_schedule_id linking back to the template. Generated sessions appear in the Group Sessions list.

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Troubleshooting

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Sessions Not Generated

  • Verify the schedule has blocks with service_type: "group"
  • Check that the target dates are not listed in exceptions
  • Ensure the user has cl.program_schedules.edit permission

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Compliance Shows Incorrect Data

  • Attendance summaries are computed from cl_program_attendance_summaries
  • Verify the enrollment period dates match the reporting period
  • User Guide: docs/cl/cl-27-program-scheduling-templates-user-guide.md
  • Specification: specs/cl/specs/CL-27-behavioral-health-program-scheduling-templates.md
  • Integration: docs/architecture/integrations/CL-27-behavioral-health-program-scheduling-templates-INTEGRATION.md
Last Updated: 2026-02-25