Developed with AIM Center.

This enhancement adds a new "Service Type" selection to the contacts log and/or progress note report settings pages for the purposes of filtering report content by service type.

The Service Type selection, shown here on the progress note report settings page, contains all of the selected program's service types, as well as an "All Service Types" selection to which the drop-down defaults.  When a service type is selected from this list and the report is run, its content is limited to only those contacts log records or progress notes for the selected type.

Additionally, when this enhancement is deployed a summary table of service type data is added to the bottom of each report it is turned on for, an example of which is shown here from the contacts log report.

This table includes:

→ Service Type - The selected service type(s) for which the report was run.

→ Total Individuals Served - An unduplicated count of the number of members who have contacts (when running the contacts log report) or progress notes (when running the progress notes report) of that service type.  If a client has multiple contacts/notes of the same service type, AWARDS adds only one to this count.

→ Total Contacts Made / Total Notes Written - Displays the number of contacts of that service type in total (when running the contacts log report) or progress notes of that service type in total (when running the progress notes report).  If a client has multiple contacts/notes of the same service type, AWARDS will add each one to this count.

The summary table also includes an Excel File link for the purposes of exporting the information to Microsoft Excel.

This enhancement can be turned on for the contacts log report, progress notes report, or both.  The filter and summary table components of the enhancement though cannot be separated.  When this is turned on both pieces will be deployed for all programs.