No, the Charting Timetable report always includes both pending clients and those currently on the program roster.

At present there is no built-in way to distinguish between chart event types associated with forms and those for which no form exists.  If this is a concern, your agency may want to consider including "Form" in the names of FormBuilder forms - for example, "Daily Activities Form."

Yes, the events list is configurable, with certain exceptions; the following built-in charting timetable events cannot be removed or renamed:

ADL Assessment
Annual Dx Update
Functional Assessment
Health Assessment
MD Authorization
Post Discharge Follow Up
Psychosocial History
Self-Preservation Test
Sex/Physical Abuse Assessment
Utilization Review

If you would like to have an item added to the events list, please contact the Help Desk for assistance.

The worker at the top of the Service Plan Index page is the assigned service coordinator for the client.  If you update the service coordinator assignment, that worker information will change accordingly.

The reviewer for the automatically scheduled admission note and initial plan is the primary service coordinator assigned at admission, unless/until that reviewer is changed in the service plan schedule.  As a result of updating the initial plan or a previous service plan review, the reviewer for the next plan review will be the individual who updated the plan.

The worker on the charting timetable populates from the reviewer information on the corresponding plan on the Service Plan Index page.  If you use the service plan schedule feature to change a reviewer for a particular plan, the worker in the charting timetable will be changed as well.

Reminders for authorization events are sent at 6 weeks/42 days prior to the event's due date.  Reminders for all other types of events (including authorizations) are sent at 3 weeks/21 days, 2 weeks/14 days, and 1 week/7 days prior to an event's due date.  Once the due date of an event has passed, a reminder is sent every third day, excluding weekends.  The past due reminders stop once an event is 120 days overdue.

If multiple electronic signatures have been applied to a record, the ReportBuilder's Locked by E-Sign Date data variable populates with the date on which the first of those signatures was applied.  It is that date on which the record was locked from further edits.

You will only see yourself in the worker selection list unless:

a) you are a member of the "Executive Officer," "Direct Care Program Director," "Direct Care Admin Support," or "Executive Support Staff" user groups,

or

Post-discharge charting timetable reminders are only generated when the client's discharge date is not more than 120 days ago.

When running a Charting Timetable Report, if you use the "Date Range for Selected Consumer, Worker, and Status" button and you select "All Consumers," you're essentially asking AWARDS to show you all of the events that have due dates within the date range you entered, regardless of whether the clients are still in the program or not.  Even though some of the clients on the list are now discharged, they were active and had scheduled events during the date range you entered.  Roster Archives is used to run a Charting Timetable Report for a specific discharged client.

In some instances events will be recorded in two places:

  Within the Services - Individual module's Charting Timetable feature.  If a done date for an event recorded here is not entered, CHART REVIEW REMINDER notification messages are sent out.

  Within the Medical module Medical Appointments feature.  If the status of an appointment recorded here is not entered, MEDICAL APPOINTMENT REMINDER notification messages are sent out.

In the event that you receive a reminder for an event you feel you have completed the data entry for, it may be that the reminder is regarding the second of the two data entry points.  To see whether that is the case, check the subject line of the message to determine where in the application the reminder is being generated from.  Once you have made that determination, go to the corresponding feature in AWARDS and check the record in question to check on whether it is complete and make updates as necessary.

Inactive clients with past due charting timetable events will still trigger alerts because the clients do not have actual discharge dates.  To stop the reminders, you can either discharge the client from the program, or go into each inactive client's charting timetable and either delete the overdue event(s) or change the due date(s) to a future date.  Keep in mind that you will need to check off the "Roster Archives" option within the Charting Timetable feature in order to access the events for the inactive clients.

You can only add (and edit) chart events for yourself unless you are either:

a) a member of the "Executive Officer," "Direct Care Program Director," "Direct Care Admin Support," or "Executive Support Staff" user groups,

or

Users with the Restrict Charting Event Due Date Data Entry permission cannot edit existing charting event due dates.

The Delete? checkbox is only displayed for chart events without done dates (if a done date is entered, it must first be removed), and for events for which no assessment data entry has been done.

  NOTE: Unless you are a supervisor or in a specific user group ("System Administrator," "Executive Officer," "Direct Care Program Director," "Direct Care Admin Support," or "Executive Support Staff"), you can only enter, update, and delete chart event records for those events to which you are assigned, regardless of permission assignments.

  NOTE: If your agency has the optional "Chart Events Done Dates Data Entry" permission feature turned on, you must have that permission in order to add or remove chart event done dates.

  NOTE: Users with the Restrict Charting Event Deletion data entry/access permission do not see the Delete? checkbox and cannot delete existing charting events regardless of whether a done date has been entered.

If you've just merged a client record, any scheduled charting timetable forms from the "Merge" record are copied over to the "Keep" record.  You must manually clean up the duplicate charting events that result.

The due date for an assessment should only be changed before data is entered in that assessment.  If the due date is changed after data entry has been done, whatever data was entered will no longer be displayed in the Outcomes module Assessment Data feature.  In order for the data to be restored in this situation, the due date must be returned to the originally used date using the Services - Individual module's Charting Timetable feature.

When the charting timetable audit report is run for a specific event, for example the "service plan review" event, it finds the most recent record before today and records it under "last due/last done."  It also finds the next record after today and records that under "next due/next done."  In the example of service plan reviews, if the client has multiple reviews scheduled but none with a due date prior to today, it results in "not found" being shown under last due/last done, and the first review with a date after today's date is listed under next due/next done.

When a client is discharged, any charting events that are not marked as completed and that have due or done dates after the discharge date are automatically deleted if they are not for event types specifically configured as post-discharge.  If you would like events other than the default "Post Discharge Follow-Up" to be specified as post-discharge so that they will be included in the listed of charting events preserved after a client is discharged, please contact the Help Desk for assistance.  Be sure to specify the event(s) you would like to keep and the program type(s) to which this setting should be applied.