Program Status Frequently Asked Questions







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The following frequently asked questions provide details on the most commonly asked about pieces of the Program Status feature.  Click a question from the list here to navigate directly to the corresponding answer, or scroll through the full list of questions and answers below.

Can a program status record be created automatically when a client is admitted?

Can I import the program status information for existing clients from a spreadsheet?

Can program status information be included in reports other than the Program Status ReportBuilder?

How do I delete a form that has been included in a program status record?

If a client's admission date is changed or his/her records are merged, what happens to the program status record created at admission?

What happens to an active program status record when a client is discharged or transferred?

What is the start date for default program status records?

Why is there already a program status record for a client I just admitted?

Why isn't a client's default status displayed on the program status index or on the Program Status ReportBuilder?

Can a program status record be created automatically when a client is admitted?

Yes.  There is a behind-the-scenes option that can be turned on to capture program status information at admission.  If this option is set and a program status is selected on the admission form, a program status record is created at the time the admission is processed.  That record, the start date of which will reflect the client's admission date into the program, is then available within the Program Status feature where it can be updated or deleted as needed.  

If your agency does not have the program status at admission option turned on and would like to, complete the Program Status portion of the Face Sheet - Implementation Request Form and submit it to [email protected].

IMPORTANT! When this option is turned on, any changes made to a client's admission date (either via Program History Corrections or through admission re-processing) will not impact the program status record that was created when the admission was originally processed.  If a corresponding program status change is necessary, it must be made manually using the Program Status feature within the Services - Individual module.  Note though that after admission processing the admission form only displays program status records where the admission date matches the status start date.  As a result, changing the admission date causes the associated program status to be displayed as blank on the admission form.  Likewise, changing the program status date via the Program Status feature results in a blank program status on the admission form.

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Can I import the program status information for existing clients from a spreadsheet?

Yes, the System Setup module ImportTools feature can be used to import external program status information into AWARDS via a Microsoft Excel spreadsheet template.  For more information, please click here

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Can program status information be included in reports other than the Program Status ReportBuilder?

Yes, "Current Program Status" and "Current Program Status Date" data variables are available for inclusion in the following ReportBuilders found throughout AWARDS:

- Charting Events 
- Contacts Log 
- Demographics
- Group Activity Attendance
- Group Member Status
- Group Notes
- Progress Notes
- Reception Desk
- Service Contacts

These variables will report on each client's active program status record.  Active records are those without end dates.  If there are no active program status records and the program has been configured to use a default status, information on the default status record is reported on when program status variables are included in the above ReportBuilders.  

  NOTE: If your program does not currently use the default program status option and would like to do so or to learn more, please review the Program Status portion of the Face Sheet - Implementation Request Form.

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How do I delete a form that has been included in a program status record?

To delete a form included in a program status record (if that form has not been electronically signed), you must access the relevant record from data entry mode.  On the data entry page, click Delete Form below the standard program status fields and options.  Once an included form has been removed, you can then include a different form if needed, or re-include the same form if you'd like to start it from scratch.  (The "Delete FormBuilder Form" permission is not required to complete this process as it is when deleting forms from some other AWARDS locations.)

  NOTE: Form deletions are captured in the audit trail and can be viewed using the Audit Trail ReportBuilder.

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If a client's admission date is changed or his/her records are merged, what happens to the program status record created at admission?

If your AWARDS database was configured to capture program status information at admission, any changes made to a client's admission date (either via Program History Corrections or admission re-processing) will not impact the program status record that was created when the admission was originally processed.  If a corresponding program status change is necessary, it must be made manually using the Program Status feature within the Services - Individual module.  Likewise if a client has multiple records that are merged.  In such cases the program status records are also merged and must be manually cleaned up using the Program Status feature.

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What happens to an active program status record when a client is discharged or transferred?

If a client has an open program status record (one without an end date) when he/she is discharged, or upon transfer (for programs set up to use the Transfers feature), that record automatically receives an end date.  That end date reflects the discharge date, or the transferring out date, respectively.  In ReportBuilders, the discharged client's current status then displays as blank.

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What is the start date for default program status records?

If a program is configured to have a default status if a program status record has not been explicitly created for the client, the start date of the initial default is the client's date of admission into the program.  

If a program status record is manually entered for a client and an end date is later entered for that record without a new record having been entered, the start date for the subsequent default program status record will either be:

  Same Day - The start date of a new default program status record will be the same as the end date entered for the previous program status.

  Consecutive Dates - The start date of a new default program status record will be the day after the end date entered for the previous program status.

Which of these two options is used is determined by behind-the-scenes options configured for the program by Foothold Technology.  The default setting is "Same Day."  For more information on configuring this aspect of the Program Status functionality, please refer to the "Program Status" portion of the Face Sheet - Implementation Request Form.

  NOTE: Please keep in mind that while start dates in these instances are auto-calculated by AWARDS based on data entry done for previous program statuses, they do NOT display within the Program Status feature, regardless of which of the above options you've chosen.  Automatically calculated start dates are only displayed in relevant ReportBuilders that include the current program status start date variable.

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Why is there already a program status record for a client I just admitted?

If your AWARDS database was configured to capture program status information at admission, an initial program status record may or may not have been created for the client at that time.  If a program status was specified at admission, it will be available within the Program Status feature and can be updated or deleted as needed.  The start date for that record will reflect the client's admission date into the program.

  NOTE: For more information on configuring this aspect of the Program Status functionality, please refer to the Program Status portion of the Face Sheet - Implementation Request Form.

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Why isn't a client's default status displayed on the program status index or on the Program Status ReportBuilder?

The program status index shown in data entry mode and the Program Status ReportBuilder are designed to exclude default records.  They only display those program statuses that were explicitly entered for the client at the time of admission (if applicable) or via the Program Status feature itself.   If your program is configured to use a default status but it's necessary for all status records to be shown in the Program ReportBuilder and on the program status index, you must manually enter those records for each client.  Otherwise, default program status information is limited to inclusion in the following ReportBuilders when the "Current Program Status" and/or "Current Program Status Date" variables are included:

- Charting Events 
- Contacts Log 
- Demographics
- Group Activity Attendance
- Group Member Status
- Group Notes
- Progress Notes
- Reception Desk
- Service Contacts

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