---
title: Programs and Requested Services
description: How to create and assign programs to your team.
---

[Skip to content](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#main-content)

English

Show submenu for translations

[![LOGO BLUE.png\]](https://knowledge.billiyo.com/hs-fs/hubfs/LOGO%20BLUE.png?height=40&name=LOGO%20BLUE.png)](https://billiyo.com/)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Portal Login](https://billiyo.com/App/security/signin.aspx)

[Portal Login](https://billiyo.com/App/security/signin.aspx)

 Looking for something specific?

- There are no suggestions because the search field is empty.

1. [Help Center](https://knowledge.billiyo.com/knowledge?hsLang=en)
2. [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en)
3. [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#service-type-management-info)

# Programs and Requested Services

## By assigning clients to specific programs, your employees will only be able to see the patients that are a part of the programs they work with.

In order for an employee to work visits with a client, they need to have a [caregiver connection](https://knowledge.billiyo.com/knowledge/client-caregiver-connection?hsLang=en).

Jump To

[What are programs in Billiyo](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#watrpro)  
[How to set up programs](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#setup)  
[Example](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#example)  
[Billiyo Programs](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#list)

 

### What are programs in Billiyo

In Billiyo, programs (also referred to as requested services) are the lines of service that your employees will work and your clients will receive. These programs include services, like Home Making, PDN, PCA and Adult Day Care. For a full list of Billiyo programs, please [refer to the bottom of this article.](https://knowledge.billiyo.com/knowledge/programs-and-requested-services#list)

By assigning your clients and office workers to these programs, we can restrict you staff from seeing clients that receive care in programs that the employee doesn't work with.

Program assignment is intended for your office employees. Caregivers, and staff that work in the field, are assigned unique [clients in the caregiver connection](https://knowledge.billiyo.com/knowledge/client-caregiver-connection?hsLang=en).

For example. if one of your office worker is assigned to the PCA program, then they will only be able to see clients who are also a part of that PCA program. A home making or PDN patient however, will not be visible to this employee.

If a client is assigned to multiple services, then any employee who shares a service will be able to see that client.

For example, if a client received PCA and PDN care, and an employee works with the PCA program (but not PDN), then they will still be able to see the client because there is a shared service (PCA).

With this program assignment, you can set up unique offices in the system and prevent your staff from seeing clients that they do not work with.

### How to set up programs?

Clients are assigned to programs through the Services field in [their profile](https://knowledge.billiyo.com/knowledge/view-client?hsLang=en).![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-14-2026-09-38-25-9478-PM.png?width=574&height=580&name=image-png-Apr-14-2026-09-38-25-9478-PM.png)

Employees are assigned to programs in the Program/Required Services in their [user account](https://knowledge.billiyo.com/knowledge/viewing/editing-a-user-account?hsLang=en).

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-14-2026-09-39-35-8671-PM.png?width=574&height=287&name=image-png-Apr-14-2026-09-39-35-8671-PM.png)

### Example:

Let's say we have two clients: Jason Todd and Amanda Waller. Jason is set to receive PCA services and Amanda will receive Homemaking.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-15-2026-05-32-13-2453-PM.png?width=350&height=318&name=image-png-Apr-15-2026-05-32-13-2453-PM.png)![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-15-2026-05-32-46-7787-PM.png?width=350&height=293&name=image-png-Apr-15-2026-05-32-46-7787-PM.png)

 

We also have an office employee names Otto Octavius. Otto was hired to oversee PCA clients and he will not work with homemaking. So, in his user account, we assigned the PCA program.

![](https://knowledge.billiyo.com/hs-fs/hubfs/image-png-Apr-15-2026-05-33-06-0940-PM.png?width=670&height=152&name=image-png-Apr-15-2026-05-33-06-0940-PM.png)

In this situation, when Otto is logged into Billiyo, he will only be able to see clients who are assigned to the PCA service. This means Otto can can see Jason Todd, but not Amanda Waller.

If a client is not assigned to a program, then they will appear to all office employees.

If an eoffice mployee is not assigned to a program, then they will be able to see all clients in your system.

### Billiyo Programs:

PCA

Home Making

Physical Therapy

Home Health Aide (HHA)

Skill Nursing Visit (SN)

DME/HME

Adult Day Care

In-Home Family Support

Independent Living Skills Training

Individualized Home Support

Supported Living Services for Adults

Night Supervision

Respite Care

Indvidual Community Living Support

Adult Companion Services

24-Hour Emergency Assistance

Personal Support

Private Duty Nursing

Consumer Directed Attendant Care (CDAC)

Supported Community Living (SCL)

Emergency Response Service (ERS)

Private Pay

Chore

Client Participation

Infusion

Skilled Nursing 60 Recertification

SN Supervisory Visit

Medical Social Worker (MSW)

Case Management

PCA Choice

Occupational Therapy

Speech Therapy

MSW

Housing Transition

Health Interview Survey (HIS)

Health Interview Survey (HIS) With Training

respite

Massage Therapy

IHS without training

IHS

IHS With Training

LPN

CNA

Symptoms

Waiver Services

EDS

Alternative Care

EES

Housing Sustaining

Skilled

- [Getting Started](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#main-content)

    - [Onboarding trainings](https://knowledge.billiyo.com/knowledge/getting-started?hsLang=en#onboarding-trainings)
- [Clients](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#main-content)

    - [Profile related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#profile-related-info)
    - [Patient onboarding](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-onboarding)
    - [Patient dashboard related info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#patient-dashboard-related-info)
    - [Caregiver connection info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#caregiver-connection-info)
    - [Service authorization info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#service-authorization-info)
    - [Care plan info](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#care-plan-info)
    - [Recalibrate client location](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#recalibrate-client-location)
    - [User accounts & client portal](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#user-accounts-client-portal)
    - [Client eligibility](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-eligibility)
    - [Q and A](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#q-and-a)
    - [Deleting Client Documents](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#deleting-client-documents)
    - [Services Tab](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#services-tab)
    - [Client Onboarding Application](https://knowledge.billiyo.com/knowledge/clients?hsLang=en#client-onboarding-application)
- [Employee](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#main-content)

    - [Profile related items](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#profile-related-items)
    - [User account info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#user-account-info)
    - [Payroll info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#payroll-info)
    - [Employee Hours Summary](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-hours-summary)
    - [Expense info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#expense-info)
    - [Request app user's location](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#request-app-users-location)
    - [Caregiver app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-app-info)
    - [Clinical app info](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#clinical-app-info)
    - [Telephony](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#telephony)
    - [Caregiver dashboard](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#caregiver-dashboard)
    - [Employee onboarding URL](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-onboarding-url)
    - [Q and A](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#q-and-a)
    - [Mobile apps](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#mobile-apps)
    - [Deleting Employee Documents](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#deleting-employee-documents)
    - [Employee Services Tracking](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#employee-services-tracking)
    - [Reset Password](https://knowledge.billiyo.com/knowledge/employee?hsLang=en#reset-password)
- [Scheduling & Timesheets](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#main-content)

    - [Scheduling related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#scheduling-related-info)
    - [Schedules approval related info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#schedules-approval-related-info)
    - [Electronic timesheet info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#electronic-timesheet-info)
    - [Manual timesheet Info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-timesheet-info)
    - [Manual clock in/out info](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#manual-clock-in-out-info)
    - [Q and A](https://knowledge.billiyo.com/knowledge/scheduling-timesheets?hsLang=en#q-and-a)
- [Clinical & Documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#main-content)

    - [Service verification](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#service-verification)
    - [Clinical forms info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#clinical-forms-info)
    - [Nursing visit](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#nursing-visit)
    - [PDN info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#pdn-info)
    - [Progress note](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#progress-note)
    - [Vitals log](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#vitals-log)
    - [Health analysis](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#health-analysis)
    - [eMar info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#emar-info)
    - [OASIS submissions](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#oasis-submissions)
    - [Skilled patient task flow](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#skilled-patient-task-flow)
    - [QA QI info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qa-qi-info)
    - [Patient Dashboard](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#patient-dashboard)
    - [Physician orders](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#physician-orders)
    - [Upload documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#upload-documents-info)
    - [QP visit documentation](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#qp-visit-documentation)
    - [Digitalized documents info](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#digitalized-documents-info)
    - [Q and A](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#q-and-a)
    - [Medication](https://knowledge.billiyo.com/knowledge/clinical-documentation?hsLang=en#medication)
- [Claims & Invoices](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#main-content)

    - [Claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-related-info)
    - [Invoice related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#invoice-related-info)
    - [EVV claim related info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#evv-claim-related-info)
    - [Claim Detail Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#claim-detail-report-info)
    - [Denial Analysis Report info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#denial-analysis-report-info)
    - [Electronic Remittance info](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#electronic-remittance-info)
    - [Q and A](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#q-and-a)
    - [Service Verification Failed](https://knowledge.billiyo.com/knowledge/claims-invoices?hsLang=en#service-verification-failed)
- [Reporting](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#main-content)

    - [Dashboards info (excluding "Caregiver Dashboard")](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dashboards-info-excluding-caregiver-dashboard)
    - [Contact Masters](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#contact-masters)
    - [ServiceAuth](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#serviceauth)
    - [LEIE](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#leie)
    - [Balance And Aging](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#balance-and-aging)
    - [Batch Detail](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#batch-detail)
    - [Late/Missed Schedule](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#late-missed-schedule)
    - [Dynamic Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#dynamic-report)
    - [Cost Report](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#cost-report)
    - [Financial Reports](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#financial-reports)
    - [Q and A](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#q-and-a)
    - [Download Documents](https://knowledge.billiyo.com/knowledge/reporting?hsLang=en#download-documents)
- [Settings & Setup](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#main-content)

    - [Billiyo subscription info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#billiyo-subscription-info)
    - [Company settings info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#company-settings-info)
    - [Surveyor user account info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#surveyor-user-account-info)
    - [Service type management info](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#service-type-management-info)
    - [Q and A](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#q-and-a)
    - [Basic Company Information](https://knowledge.billiyo.com/knowledge/settings-setup?hsLang=en#basic-company-information)
- [Communication & Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#main-content)

    - [Chat](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#chat)
    - [Tasks](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#tasks)
    - [Mass communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#mass-communications)
    - [Reconciling eFax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#reconciling-efax)
    - [View Fax](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#view-fax)
    - [Patient Dashboard Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#patient-dashboard-communications)
    - [Employee Communications](https://knowledge.billiyo.com/knowledge/communication-tasks?hsLang=en#employee-communications)
- [Product Updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#main-content)

    - [Product updates](https://knowledge.billiyo.com/knowledge/product-updates?hsLang=en#product-updates)
- [Electronic Visit Verification (EVV)](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#main-content)

    - [Minnesota (MN) EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#minnesota-mn-evv)
    - [Review EVV](https://knowledge.billiyo.com/knowledge/electronic-visit-verification-evv?hsLang=en#review-evv)
- [More](https://knowledge.billiyo.com/knowledge/more?hsLang=en#main-content)

    - [Company](https://knowledge.billiyo.com/knowledge/more?hsLang=en#company)
    - [User Account](https://knowledge.billiyo.com/knowledge/more?hsLang=en#user-account)
    - [Product Updates](https://knowledge.billiyo.com/knowledge/more?hsLang=en#product-updates)
- [Mobile Apps](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#main-content)

    - [Billiyo for Caregiver App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-caregiver-app)
    - [Billiyo Clinical App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-clinical-app)
    - [Billiyo for Adult Day Care App](https://knowledge.billiyo.com/knowledge/mobile-apps?hsLang=en#billiyo-for-adult-day-care-app)
- [CRM](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#main-content)

    - [Service Auths](https://knowledge.billiyo.com/knowledge/crm?hsLang=en#service-auths)
- [Dashboards](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#main-content)

    - [Document Hub](https://knowledge.billiyo.com/knowledge/dashboards?hsLang=en#document-hub)
- [Adult Day Care](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#main-content)

    - [Adult Daycare App](https://knowledge.billiyo.com/knowledge/adult-day-care?hsLang=en#adult-daycare-app)

[![Chill listening crop-3](https://knowledge.billiyo.com/hs-fs/hubfs/BilliyoLogo.png?width=55&height=55&name=BilliyoLogo.png "Chill listening crop-3")](http://billiyo.com)

Billiyo Help Center

<https://www.facebook.com/BilliyoHealth/> <https://www.linkedin.com/company/billiyo/> <https://www.instagram.com/billiyo_health>

Copyright © 2026, Billiyo Health Inc.