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Agency data entry takes place in the following sections:
Below is an alphabetical list of the fields and options located on each of these sections. 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/option indicates that it is optional (and therefore may not be displayed in your AWARDS database), and/or that some aspect of the field/option (such as drop-down selection lists) can be adjusted. To request a change related to one of these configurable fields/options, please contact the Help Desk for assistance.
Address, Address 2, City, State, Zip
In the Address, Address 2, City, and Zip fields, type or make changes to the agency's address. Also click the State drop-down arrow and select the state in which the agency is located.
IMPORTANT! If two agencies are entered with the same name, each of those agencies must have unique address information.
Agency Name
In this field, type or make changes to the agency name. The value entered here will be the main identifier for the record on the referral agencies index.
IMPORTANT! If two agencies are entered with the same name, each of those agencies must have unique address information.
Agency Placement
Click the checkbox that corresponds to the location(s) where this agency should be placed in AWARDS, as described below. At least one selection must be made.
Admission Referral Source? - If the agency being worked with (and its corresponding contacts) should be included in the Referring Agency selection list during referral/admission data entry in the Intake/Admission module, click this toggle to set it to "Yes."
Outgoing Service Referral? - If the agency being worked with (and its corresponding contacts) should be included in the Referred To selection list during service referral data entry in the Services - Individual module's Service Referrals feature, click this toggle to set it to "Yes."
Provider Agency? - If the agency being worked with (and some of its corresponding contacts) should be included in the Practice/Agency search/selection list during provider data entry in the Medical module Providers feature, click this toggle to set it to "Yes."
NOTE: The Provider Agency? option is only available in the Referral/Provider Agencies version of this module.
Agency Type
Click this drop-down arrow and select the type of agency being worked with.
NOTE: The contents of this selection list are configurable. To request a change, please contact the Help Desk for assistance.
Notes
In this text box, type or make changes to any notes regarding the agency.
OASAS Type
Click this drop-down arrow and select the type of agency being worked with. This option is required in databases that have OASAS programs.
NOTE: This option will not affect non-OASAS programs using this functionality.
Phone
In this field, type or make changes to the agency's phone number.
Click this drop-down arrow and select one of the following
Active - When selected the agency (and its corresponding contacts) will be listed as a referral agency during the referral/admission and/or service referral data entry processes, based on the Admission Referral Source? and Outgoing Service Referral? selections, respectively. Likewise, the agency will be listed as a provider agency during the provider assignment data entry process, based on the Provider Agency? selection.
Inactive - When selected the agency (and its corresponding contacts) will be hidden from view during the referral/admission, service referral, and/or provider assignment data entry processes, but will continue to be shown in related reports when the agency was previously specified in a client's records.
NOTE: These options only impact provider assignment selection lists when the Referral/Provider Agencies version of this module is in use.
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TIP: To add address information that differs from the Referral Agency, or to designate a Specialty or an NPI number, you must use the Providers Directory feature, if available.
In this field, type or make changes to the contact's email address.
Fax
In this field, type or make changes to the contact's fax number.
First Name, Last Name
In these fields, type or make changes to the contact's name. The value entered here will be the main identifier for the record on the contacts index.
Notes
In this text box, type or make changes to any notes regarding the contact.
Phone
In this field, type or make changes to the contact's phone number.
Provider
NOTE: This option is only available in the Referral/Provider Agencies version of this module when the associated agency has been saved as a "Provider Agency."
If the contact being worked with is a provider who should be included in the Provider search/selection list during Providers data entry, click this toggle to set it to "Yes."
NOTE: Once this option has been set to "Yes." the provider is added to the Providers Directory and it will not be removed if this option is set back to "No" in the future. If it were ever necessary to remove the provider from the Providers Directory, you would need to do so manually through the directory.
TIP: Providers, once saved, are also available in the Providers Directory module. Additional contact details such as NPI, Specialty, and provider-specific address information can be added using that module.
Title
In this field, type or make changes to the contact's title.
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