On the BH - Individualized Action Plan (IAP) template, click the Program name field to select an item from the list.
Note: Program names can be added and/or edited by the practice on the Custom Picklists Setup, system template. Entering a program name helps when setting up reports for the practice but is not required.
Set the Admission date.
Enter an Effective date of initial IAP.
Set an anticipated value for the Next review date.