Creating a Playlist

How to configure playlists and assign them to Treatment Plans.

Creating a Playlist:

1. Ensure You Have a Grouping Set Up:
   • Before creating a playlist, make sure you have groupings created and targets within those groups.
2. Access Program Manager:
   • Select Program Manager from the blue menu.
3. Open Playlist:
   • Select Playlist on the right-hand side and use the drop-down arrow to view all playlists that have been created.
   • Inactive playlists will appear in red with "(Inactive)" in the title.
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4. View Groups in Playlists:
   • To view the groups within each playlist, use the drop-down arrows next to the playlist names.
   • To view the targets within a grouping, use the drop-down menu on the groupings.
5. Create a New Playlist:
   • Right-click on Playlist and click on Add New Playlist.
6. Name Your Playlist and Set Dates:
   • You will be brought to a screen where you can name your playlist.
   • Add active and inactive dates for the playlist.
7. Add Groupings to the Playlist:
   • Use the green + button to add groupings to the playlist.

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8. Understand Playlist Visibility:
   • Remember that the playlist is what the aide will see during the session.
   • All targets within the selected groupings will automatically be added to the playlist.
9. Save Your Playlist:
   • Ensure you save the playlist after setting it up.