Providers Fields / Options







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Below is an alphabetical list of the fields and options located on the Providers data entry page.  To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question. 

  NOTE: A gear icon  next to a field or option in this list indicates that it is either optional (and therefore not automatically available in all AWARDS databases), or that some aspect of it (for example drop-down selections) is configurable.  For more information on the ways in which this data entry page can be configured, see the Providers - Implementation Request Form.  To request some or all of the configuration options detailed there, complete the form and submit it to [email protected]

Agency Location

The following fields/options apply to the agency associated with the provider being added to the client's record:

  Address, Address 2, City, State, Zip - Read-only values reflecting the address of the selected Practice/Agency.  This information is automatically pulled from the practice/agency record under Referral/Provider Agencies if an address has been recorded there.

  Contact Information - Read-only information reflecting contact information for the selected Practice/Agency.  Click the expand/collapse icon to the right of the label to display the contact details (if any).  This information is automatically pulled from the practice/agency record under Referral/Provider Agencies if contact details have been recorded there. 

  Use This Location for Appointments - Click this radio button if the practice/agency address should be used when medical appointments are scheduled for the client with this provider (under Medical > Medical Appointment Form).  When selected the agency address is pulled in and displayed as read-only.

  TIP: If this option is not selected, the equivalent option must be chosen under Provider Location.

Care Team Member

Click this checkbox to designate this contact as a care team member.

Consent Type | Date Signed / Not Signed | End Date

To record or make changes to the consent information for this provider, configure the following fields and options:

  Consent Type - Click this drop-down and select the type of consent relevant to this provider.

  Date Signed / Not Signed - In this field, type or make changes to the date on which consent was given or denied (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.

  End Date - In this field, type or make changes to the date on which consent expires (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.

Consents information from this portion of the provider record is compiled into the Consent Form accessed using the Medical module Consent Forms feature. 

End Date

In this field, type or make changes to the date on which the client's relationship with the provider ended (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.

  NOTE: When an end date is entered for a provider and the record is saved, the provider will no longer be listed on the current providers index page.  To see a complete history of provider records on the index, including those with end dates, click All under "Show Records" in the index's left-hand menu.

Include in Collaterals

Click this checkbox if the provider being worked with should be included as a collateral contact under Services > Progress Notes when writing a collateral note.

  TIP: Contacts are not available for collateral notes when an expired consent exists for the provider.

Notes

In this text box type or make changes to any comments or notes regarding the provider.

Practice / Agency

In this searchable field, type the first few letters of the name of the practice/agency being added to the client's record.  As you type, partial matches are displayed in the results drop-down below the field.  Click the name of the appropriate practice/agency from the list.

If a Provider has already been selected for this record, the Practice/Agency option will instead display as a drop-down, listing the agencies to which the selected provider is assigned.  In that case, click the drop-down arrow and select the name of the practice/agency to be added.  If the selected provider is assigned to just a single agency, that agency name is displayed in this field automatically.

  NOTE: Practices/agencies available for selection are those recorded within the Referral/Provider Agencies feature (with the provider agency option selected).

Provider

  TIP: Once a Provider name is saved, it becomes read-only.  To make corrections or to remove the provider from the client's current provider list, either delete the provider record (if it was entered in error) or enter an End Date (to remove the provider from the client's current list).

In this searchable field, type the first few letters of the name of the provider being added to the client's record.  As you type, partial matches are displayed in the results drop-down below the field.  Click the name of the appropriate provider from the list.

  NOTE: Providers available for selection are those recorded within the Providers Directory, or within the Referral/Provider Agencies feature (with the provider agency option selected for the practice/agency and the provider option selected for the contact).

If a Practice/Agency has already been selected for this record, the Provider option will instead display as a drop-down, listing the providers assigned to the selected practice/agency.  In that case, click the drop-down arrow and select the name of the provider to be added, or (if you have the Client Provider - Add New to Directory permission) select "Add New" from the bottom of the list to record a new provider contact. 

  NOTE:  If "Add New" is selected, a secondary data entry window is displayed on top of the page.  Enter the provider contact information, and then click Save.  If it's later necessary to update provider contact information recorded in this way, use the Providers Directory feature. 

Provider Location

The following fields/options apply to the provider being added to the client's record:

  Address, Address 2, City, State, Zip - Read-only values reflecting the address of the selected Provider.  This information is automatically pulled from the provider record under Providers Directory if an address has been recorded there.

  Contact Information - Read-only information reflecting contact information for the selected Provider.  Click the expand/collapse icon to the right of the label to display the contact details (if any).  This information is automatically pulled from the provider record under Providers Directory if contact details have been recorded there. 

  Use This Location for Appointments - Click this radio button if the provider address should be used when medical appointments are scheduled for the client with this provider (under Medical > Medical Appointment Form).  When selected the provider address is pulled in and displayed as read-only.

  TIP: If this option is not selected, the equivalent option must be chosen under Agency Location.

Start Date

In this field, type or make changes to the date on which the client's relationship with the provider began (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.

Type

Click this drop-down arrow and select the type of provider being worked with.  (For agencies set to display "Other" as a selection, if "Other" is selected a corresponding Other text box is displayed, in which a value must be entered.)

  NOTE:  For agencies using Authorizing provider types, they are only available in this drop-down list for users with the "Authorizing Provider Data Entry" permission.

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