Not currently; however, cancelled events will be displayed with strikethroughs on the Calendar so that they are easily distinguishable.

Yes.  When using Client View the Client Selection list contains individuals active in the selected program on the Date specified. If today's date or future date was selected, this includes the current program roster (including pending clients), while selection of a past date reflects the roster as of that date and may include discharged clients.

  NOTE: Once a client is admitted to a program, he/she cannot be scheduled for a calendar appointment until on or after his/her admission date.

No, Calendar access cannot be limited in that way.

If you've created a program appointment on the Calendar that has a date of today or earlier and that date is within the program's note editing window, you can write a progress note for it directly from the Calendar.  To do so, open the appointment in question from the Calendar by clicking the event block.  On the appointment details page that is then displayed, click the edit icon.  The appointment is then opened in data entry mode with an Add (or Edit) Progress Note button is located at the bottom.

After clicking that button you'll be taken to the Progress Notes Data Entry settings page, with the date, duration, and start time automatically filled in based on the appointment's details.  You then need only adjust the remaining settings, enter the note content, and save.  Once the note is saved you'll be taken to a read-only report mode of the note to allow for e-signing if needed.  Click the green Back to Calendar bar at the top of the page at any time to return to the Calendar.

By default, events scheduled for the same time and staff person as a previously created event will be flagged as a conflict.  When this default configuration is in place, the conflict error-checking is only ignored if an appointment/event has been designated as canceled (by client, staff, or provider) or "no show." In such instances another appointment will be allowed to be scheduled for the same staff person at that time.

If your agency's workflow allows for the scheduling of overlapping/conflicting appointments and you would like that to be allowed in AWARDS as well, we can accommodate that using behind-the-scenes optional settings.  Please contact the Help Desk for assistance with this request.

If you are an AWARDS administrator and would like to set up the Program Appointment types list for the first time, or to make changes to the existing types list, complete the following steps from the AWARDS Home screen:

  Deleting a single event - To delete a single event in a recurring series, click the event to open the pop-up window, click the Trash icon, and then click OK to confirm the deletion. Only that event is deleted and the remaining events in the series remain.

  Deleting all future events - To delete all future events in a recurring series, click the first event to be removed to open the pop-up window, click the Trash icon, and then select Also delete all future events before clicking OK to confirm the deletion. That event and all future instances are deleted. 

  Editing a single event in a series - To edit a single event in a recurring series (i.e., update the date from a Tuesday to a Wednesday, update Start Time, Duration, Method, etc.), click the event to open the pop-up window, then click the Pencil icon to open the data entry form. Complete any updates needed, and then click SAVE. On the Edit Recurring Event pop-up that is then displayed, click This event, and then click OK. 

  Editing multiple events in a series - To make a change that carries forward into future events of a series, click the first of the events that is changing to open the pop-up window, then click the Pencil icon to open the data entry form. Complete any updates needed, and then click SAVE. On the Edit Recurring Event pop-up that is then displayed, click This and following events, and then click OK.  

  TIP: When editing recurring events changes to Status are exempt from the "this" or "this and following" selection.  Status information only ever applies to the single event being updated.

The Calendar can be printed in any View, though List View is recommended.  We encourage you to collapse the left-side settings menu pane once the correct Calendar details are displayed, and then use your browser's print option or the print option found in the AWARDS navigation bar in the user drop-down.

  TIP: In some instances using the print setting's Landscape mode may be beneficial and allow for more user-friendly printouts.

Client View includes any clients that were on the roster at any point during the range of dates displayed on the Calendar.  To view events scheduled for former (discharged) clients, adjust the Calendar time period before making your Client selection.

Appointments/events you schedule will only be shown on your Calendar if you have selected yourself as an attendee; however, you will be recorded as the "Author" of those events in all cases.  

Reason for Consultation has been merged with other program appointment notes into a single "Notes" text box in the new Calendar available as of September 2020.

Editing the Notes on a recurring appointment/event only affects the event in which you are saving the updated note.  Events previous to and/or following the edited event are NOT updated in these instances.  To make an edit that carries forward into upcoming events, a new recurring series should be created.  (You may need to remove the remaining event of the original series first.)

When discharging a client, all future program appointments will be removed from the Calendar (recurring and non-recurring). For recurring appointments, the client's discharge date will be listed as the End Date of the recurring series. If, at a later time, the Undo Discharge feature is used, removed events will not be restored and will have to be manually re-entered, or the End Date of a recurring series edited as needed.

In this case, the conflicting program appointment is scheduled within another program. AWARDS checks for conflicting program appointments across all programs, not just the program selected when scheduling a new appointment. 

Provider appointments are only included on a staff member's Calendar when that individual has been set as the appointment's Staff Escort.  Staff members selected as the appointment's designated Provider but NOT the staff escort do not have the appointment included on their Calendar.  Because Staff Escort is not required but Provider is, you may see more provider appointments in Client View where the Staff Escort assignment is not a requirement for inclusion rather than in Staff View where it is.

Staff events are not associated with a particular program.  (The program selection made when scheduling staff meetings only determines which staff members are available for attendance purposes, it does not associate the events with that program.)  As a result, if you have the option to include staff events on the Calendar, they will display no matter which program you have selected.

Any time you see "(busy)" on the Calendar it is an indication that it is restricted in some way; specifically, it is either a private staff event that you are not able to access, or that it is for a client in a program to which you do not have chart access. 

As with existing appointments/events, newly scheduled appointments/events will only be displayed on the Calendar if set to do so in your Calendar viewing options.  For example, if your viewing options are currently set to show only program appointments and you schedule a staff training, that training will not display when you return to the Calendar after completing the scheduling process.  In order for it to appear you would need to adjust your viewing options to include the staff training event type.

In order for a provider appointment to be included on your Calendar, you must have been set as a staff escort for that appointment.  Simply being the designated provider does not pull that appointment in.