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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

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The New Program wizard guides users through creating a new Recovery Housing program structure, accessible at /rh/programs/new.

Overview

The wizard uses a five-step timeline layout (WizardShell with layout="timeline"). After clicking Create program, the wizard calls createProgram and navigates to the new program’s detail page. Exiting at any step navigates to /rh/programs without saving. The program is saved with status: 'active' immediately on submission.

Who it’s for

This route requires RH_PERMISSIONS.PROGRAMS_ADMIN (rh.programs.admin) in addition to the outer RH_PERMISSIONS.DASHBOARD_VIEW (rh.dashboard.view) guard.

Before you start

  • Your account must hold both rh.dashboard.view and rh.programs.admin permissions.
  • An organization context must be active.
  • Review the planned phase structure before starting — phase definitions cannot be reordered in this wizard.

Steps

1

Step 1 — Program Identity

Enter the Program Name (required) and an optional Description. Set the Default Duration in days (required; default 120, minimum 1, maximum 730). Select the Program Type: Standard (structured 120-day program with phases), Specialized (custom phase structure for specific populations), or Transitional (short-term bridge program). All three required fields are validated on Next.
2

Step 2 — Phase Ladder

Define the ordered phase sequence. The wizard pre-populates four default phases: Phase 1 — Stabilization (30 days, required), Phase 2 — Integration (60 days, required), Phase 3 — Transition (30 days, required), and Extension (30 days, optional). For each phase, edit the Phase Label and Duration (days). At least one phase is required; each phase must have a duration of at least 1 day. Validation runs on Next.
3

Step 3 — Milestones & Privileges

Optionally add named milestones, assign them to phases, and mark them as required. Set the Visitor Policy (default: limited) and Pass Eligibility (default: none). No validation gate on this step.
4

Step 4 — Progression Rules

Set Progression Type (default: automatic), toggle Allow Regression (default: off), Require Approval for Extension (default: on), and Require Manager Approval for Advance (default: off). No validation gate on this step.
5

Step 5 — Review & Activate

Review a summary of identity, phases, milestones, and progression settings on the ReviewActivateStep screen. Click Create program to submit. On success a toast confirms creation and the page navigates to the new program detail. On error a sanitized error message appears in a toast.

Key concepts

TermCode identifierNotes
Program IdentityProgramIdentityStepName, description, duration, type
Phase LadderPhaseLadderStepOrdered phases with duration and required flag
Milestones & PrivilegesMilestonesPrivilegesStepMilestones, visitor policy, pass eligibility
Progression RulesProgressionRulesStepAutomatic vs. manual progression, approval flags
Review & ActivateReviewActivateStepRead-only summary before final submission
program_typeidentity.program_typestandard, specialized, or transitional
duration_baseline_daysSubmitted as duration_baseline_daysDefaults to 120 days
phasescustom_fields.phasesArray of phase objects stored in custom_fields

Recovery Housing

Recovery Housing references and overview.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/rh.tsx
  • src/cores/rh/pages/ProgramCreationWizardPage.tsx
  • src/cores/rh/components/wizards/program-creation/ProgramCreationWizard.tsx
  • src/cores/rh/components/wizards/program-creation/steps/ProgramIdentityStep.tsx
  • src/cores/rh/components/wizards/program-creation/steps/PhaseLadderStep.tsx