Yes

In the rows for each client on the Caseload Activity Report, the counts are for the client, NOT just for the case manager.  As a result, those counts may include records entered for the client by someone other than his or her case manager.

In the rows for each case manager on the Caseload Activity Report, the counts are for the case manager, NOT just for the clients on his or her caseload.  As a result, those counts may include records entered by the case manager for clients other than those on his or her caseload.

The following are the rules that determine who sees the various versions of the activity report:

→  The My Caseload Activity Report is available to direct care staff members with caseloads.

→  The My Supervisees - Caseload Activity Report is available to AWARDS users who are the supervisors of direct care staff with caseloads.

→  The My Program - Caseload Activity Report is available to AWARDS users who are set up as program directors or deputy directors using the System Setup module, Agency Program Information, Configure Administration feature.

→  The My Agency - Caseload Activity Report is available to those AWARDS users who are members of the "Executive Officer" user group.

There is an option behind-the-scenes that will prevent the Caseload Activity Report in any of its versions (My Caseload, My Supervisees, My Program, or My Agency) from being available in AWARDS.  If you do not see any version of the Caseload Activity Report, it is likely that your agency or continuum has chosen not to use that piece of functionality.

This report does not exclude contacts based on their duration.  Every contact meeting the report settings specified on the Contact Lapse Audit Report Settings page is included, regardless of duration.  Likewise with face-to-face notes which are always included in the report if they meet the report settings.  Contacts that are not face-to-face may or may not be included based on how the "Display Option" settings for the report are configured.

A second-half bill is used when someone is in the residence only for the second-half of the month.  They must be admitted after the 15th and have over 11 bed nights.  It's not based on when services were rendered.  So, even though a resident may have received two services in the second-half of the month, if he was admitted prior to the 15th of the month, he is still billed for the first-half of the month.

The Medicaid Services Report pulls Medicaid numbers off of certified entitlement records.  It will include Medicaid numbers that have since been closed out as long as the closure date is in the last 15 days.

Hospitalization records for which the type is set to "ER-Psych" or "ER-Med" are not counted on this report.  AWARDS does not consider ER records to be reflective of a day out of the program.

In order for the report to recognize the authorizing physician, the support service provider record for him/her must have an "as of" date (and "end" date if applicable) showing he/she was effective during the month for which the report was run.  If no "as of" date exists, or if the "as of" and "end" dates indicate that the provider was not in effect for the client during the report's timeframe, AWARDS will not pull that authorizing physician into the report.

In general it is always important that "as of" and "end" dates be maintained in a client's provider records, particularly in those used for billing.

When the number of days in residence appears to be incorrect, begin troubleshooting by checking the client's hospitalization records.  Typically this type of problem results from there being multiple hospitalization records for the client without end dates on them.  If the hospitalization records are cleaned up, the report information should be adjusted automatically.