Though group notes do not have "F2F" next to them on the contacts log report, they are being counted as face-to-face time by default.  That face-to-face time will be included in the "Total F2F Contact Hours" summary data at the bottom of the report.

The basic contacts log setup (as opposed to the supportive services checklist) does not include the option for recording start time; it is intended to capture aggregate contact throughout the day.  Specifically, the basic contacts log is not meant to record start times because you cannot have more than one contact log entry per day.

The "Backdated Contacts Log  / Group Notes Data Entry" permission assigned using the System Setup module Permissions Maintenance feature is required in order to backdate contacts log records.

The total number of contacts can be calculated using the Contacts Log feature in report mode.  Run the report for "All Workers," "All Consumers," and the date range you are collecting data for.  It will give you a list of all the contacts within that date range, and will include the contacts in that period for all clients regardless of whether or not they were discharged during or after the end date used. 

In order to backdate contacts log entries that contain notes users must have both the "Backdated Contacts Log/Group Notes Data Entry" and "Backdated Progress Notes Data Entry" permissions.  Unless a user has both of those permissions, the backdated contacts logs will remain locked.

If you have the necessary permission and the note is still locked, it may need to be manually unlocked before it can be edited.  For more information on unlocking, please refer to the "BASIC CONTACTS LOG - How do I unlock a locked contacts log record?" frequently asked question below.

Contacts entered by an employee prior to his or her termination can be printed by running the contacts log report for "All Workers" for a specific date range and the "Worker" sort by option.  Within the report contents all of the terminated employee's contacts will be grouped together for you to review and print as needed.

If a contacts log entry has been locked as a result of an associated progress note being locked, both can be unlocked if the user has the "Unlock Contact Log" exception override permission (assigned using System Setup > Permissions Maintenance).

Progress notes may be automatically locked based on the program's Note and Contact Editing Rules under System Setup > Business Rules, or manually locked because the user has clicked the sign off note check box at the bottom of the Progress Note Composition page.

To allow users with this permission to complete the unlocking process, an "Unlock" link is listed next to any locked contacts log records in the contacts log index in data entry mode.  Click the link to unlock the contact and associated progress note.  When prompted, click OK to confirm the unlocking.  The index page is then re-displayed, and the contacts log record in question will no longer be displayed as locked.

This permission does NOT allow electronically signed progress notes to be unlocked.  Only contacts with progress notes that have been locked but not electronically signed can be unlocked at this time.

Contact/progress note unlocking is recorded in the Audit Trail.

While the surrogate data entry permission gives a user the ability to access/edit contacts log records as another worker, the user does not take on that worker's permissions.  The user will be limited by his/her own permissions, even though working with the record as someone else.

The roster archives option applies to clients rather than workers; therefore, the Worker drop-down selection list is limited to "All Workers" by design.

In general the system is not set up to report on things that didn't happen, and as such groups for which an attendee was a no show will not be included on the contacts log report.  In order to gather no show information, you must review the contents of the group notes report instead.

Yes.  Using the Fiscal/Program module Cost of Services feature users with the proper authority can, on an individual program basis, enter unit rate amounts for specific services.  When such an amount is entered for a particular service, it drop into the services delivery report if no other cost value has been entered on the checklist record for that service.

By default the services list includes the following:

However, this list can be modified as needed by contacting your Foothold Client Services representative or the Help Desk.  Please keep in mind when requesting changes that all modifications are made by program type and cannot be implemented for individual programs.

No, unit values must be whole numbers and cannot contain decimals.

If a client has more than one history within a program that is set to use the Supportive Services Checklist in the Contacts Log feature, users will have the ability to edit checklists entered for a previous stay.  As long as the date of the checklist falls within the editing index window of the user, the content of the previous stay's checklist can be updated without affecting the client's current stay.  When accessing checklists from a previous stay, the date of the contact will remain in read-only mode, but the remaining content will be editable.

In order to backdate checklist entries that contain notes users must have both the "Backdated Contacts Log/Group Notes Data Entry" and "Backdated Progress Notes Data Entry" permissions.  Unless a user has both of those permissions, the backdated checklist entries will remain locked.

If you have the necessary permissions and the checklist record/note is still locked, it may need to be manually unlocked before it can be edited.  For more information on unlocking, please refer to the "How do I unlock a locked supportive services checklist record?" frequently asked question below.

If a supportive services checklist record has been locked as the result of an associated progress note being locked, both can be unlocked if the user has the "Unlock Contact Log" exception override permission (assigned using System Setup > Permissions Maintenance).

Progress notes may be automatically locked based on the program's Note and Contact Editing Rules under System Setup > Business Rules, or manually locked because the user has clicked the sign off note check box at the bottom of the Progress Note Composition page.

To allow users with this permission to complete the unlocking process, an "Unlock" link is listed next to any locked supportive services checklist records in the contacts log index in data entry mode.  Click the link to unlock the supportive services checklist entry and associated progress note.  When prompted, click OK to confirm the unlocking.  The index page is then re-displayed, and the contacts log/supportive services checklist record in question will no longer be displayed as locked.

This permission does NOT allow electronically signed progress notes to be unlocked.  Only checklist entries with progress notes that have been unlocked but not electronically signed can be unlocked at this time.

Record unlocking is recorded in the Audit Trail.

The "Family Type" column on the Supportive Services Delivery Report is displayed for the Primary Client only, and is based on the "Individual/Family Type" field selection at Intake.  The Family Type column is blank for all Household Members other than the Primary Client.  If the "Individual/Family Type" field is left blank or is not used by a particular program, then the Family Type column will also be blank.  If the Primary Client is designated as an "Individual" family type, then the Family Type column will display an "I."  If the Primary Client is designated as a "Parent" or "Adult Couple" family type, the the Family Type column will display an "F" followed by the number of household members who were designated as having received that particular service.

The "Total # Served" and "Total # Unduplicated Served" show the number of Primary Clients receiving services as well as the total number of Persons in all of the households being counted.  If a Primary Client received more than one service then each service will be counted separately in the "Total # Served," but they would only be counted once in the "Total # Unduplicated Served."  The number in parentheses represents the total number of Individuals plus the total number of household members.  This number counts each household member regardless of whether they received that particular service or were designated as "Living in Household" at the time.  The household member will be counted as long as they had an active household record at the time of service.  Each household member is counted only one time in the "Total # Unduplicated Served" calculation; however, the number of household members is multiplied by the number of services that the Primary Client received in order to calculate the "Total # Served."

While the surrogate data entry permission gives a user the ability to access/edit contacts log records as another worker, the user does not take on that worker's permissions.  The user will be limited by his/her own permissions, even though working with the record as someone else.

If a client has more than one history within a program that is set to use the Supportive Services Checklist in the Contacts Log feature, users will have the ability to edit checklists entered for a previous stay.  When accessing checklists from a previous stay, the date of the contact will remain in read-only mode, but the remaining content will be editable.  If the date needs to be edited, please send this request to the Help Desk.