Updates have been made in order to allow agencies to maintain a history  of default rendering/attending provider data within the Program Billing Info component of the BillingBuilder. Prior to this update, only one provider name was retained and was applied to invoices generated, regardless of the date of service. This update allows AWARDS to always report the correct NPI based on the date of service being invoiced. 

Previously, the Face Sheet showed only two kinds of Vital Signs records - Baseline and Most Recent - with each row displaying all Vital Signs that were gathered during the most recent data entry process even if not all of the vital signs were recorded at that time. With this enhancement, the Face Sheet will now always display the most recently recorded Vital Signs from each Vital Sign category, regardless of when it was recorded. A creation date and time stamp will display next to each vital sign.

We are very excited to introduce a new field type for use in FormBuilder forms - Dynamic Section Report Format - which is designed to not only meet needs expressed by many of our customers, but to also add an incredible new dimension of flexibility to the FormBuilder more generally.  Using this field type, saved report formats can be designed specifically for embedding in forms in the following AWARDS locations:

• Admission - as embedded form for Single-Step programs
• Charting Timetable - listed as a charting event under Services-Individual
• Discharge - as a link on the Discharge fly-out
• Discharge - as a link on the Process Discharge menu
• Discharge - to be included on the Process Discharge form
• Employment - as a link of the Jobs fly-out
• Intake/Admission - as a linked form on Intake/Admission form
• Medical - as a link on the Medical fly-out
• Medical - to be included on the Provider Appointment form
• Profile - as a link at the top of client Face Sheets
• Program Status - to be included on the Program Status form
• Progress Notes - to be included on the progress notes form
• Services - as a link on the Services -Individual fly-out
• Services - to be included on the Service Plan Coversheet 

Many of the ReportBuilders available for use in this feature cover data sets that have until now been available as dynamic sections in formbuilder forms; however, dynamic sections included in FormBuilder forms typically display all records with a certain set of fields made available and in a prescribed order and format. This new option allows you much greater flexibility in what data you display in the form and how you display it, as you have access to all the same filters, sorting, grouping, footer options and even summary tables that you can configure in ReportBuilders.

Additionally, some ReportBuilders now available with this new feature were not previously available as a dynamic section such as Client Identifiers, Client File Cabinet, Medication Administration, Medication Scheduled Times, Transportation, Cascading Authorizations, and more. 

The use cases of including a report of records in a form for the client with this new feature are endless. Examples of requests we have received that can now be met include:

• Display entitlements filtered for a particular insurer or display subscriber or copay information 
• Display certain types of lab orders or diagnostic test results within the last 30 days 
• Display self-administering medications or specific types of medications sorted by frequency 
• Display medication pharmacy orders
• Display hospitalization episodes of ER treatment within the last 6 months 
• Display information for only certain types of contacts for the client
• Display past provider appointments
• Display consent information for a client’s providers

Future enhancements to this feature will extend the ReportBuilder options to include ReportBuilders with client and program-based records such as Service Contacts and will allow for filtering records based on dynamic data that is particular to the client’s program stay or form- such as specific dates that would differ per form.  

Using This Feature - How to Add a Field of this Type to New and Existing Forms

To add a field of this type to a new or existing form in one of the locations listed above, use the FormBuilder's configuration tool along with the Dynamic Section Report Format field type.  When that field type is selected a configuration "wizard" is displayed on the page, prompting you to select the relevant ReportBuilder and then to configure the report format, telling AWARDS the specific details you want to have displayed dynamically on the form.  

As you design form fields of this type, and as you later work with forms containing dynamic section report formats, keep in mind that:

Program Name is now included in the subject line of internal audit messages sent out when new incidents are created.

Here's What's New - October 20th, 2021

The following new features, enhancements, and updates will be available in your AWARDS database beginning on Wednesday, October 20th!

The following updates have been made to the billing configuration options, to allow for more flexibility when generating the 837 claim file:

  BillingBuilder > Payers - A new field called Override Trading Partner ID Qualifier ZZ in 837 (ISA05) has been added to the Payer configuration page. In this field enter the two character alphanumeric qualifier as requested by the payer.  If left blank, "ZZ" will be inserted in the 837 claim file by default.

  BillingBuilder > Configure Billing Types > Edit or Add New Procedure - The Measurement Code (SV103) option has been updated to include an option for “Minutes (MJ).” The two other options have been relabeled to “Units (UN)” and “Days (DA).” The code selected here will appear within the SV2 section of the 837 file.

Updates have been made to the BillingBuilder > Payment Postings feature to allow for adjustments to be applied to invoices. Specific changes are as follows:

  The Invoice Payment sub-index available when viewing an invoice has been renamed Invoice Transactions. 

  A new Transaction Type option is available when adding an invoice transaction record. Available selections are "Payment" (the default) and "Adjustment." 

  If "Adjustment" is selected, users must enter the transaction date, whether the adjustment should reduce or increase the balance, enter the amount and select a reason/type.  If reducing the balance, the amount being applied cannot be greater than the balance amount.

  If  "Payment" is selected, users must enter the transaction date, whether the payment should reduce or increase the balance, enter the amount and select a payment type. A reason/type can also be entered, if needed. If reducing the balance, the amount being applied cannot be greater than the balance amount.

  When adding either a payment of adjustment, the Amount entered can be positive or negative, depending on whether the balance is being increased or decreased and the transaction type.

  Adjustments and payments added here are available on the BillingBuilder ReportBuilder, as well as captured on the Audit Trail ReportBuilder. 

  A new Payment Type data variable has been added to the BillingBuilder ReportBuilder and will report whether a payment is a Payer, Personal Copay, or Personal Non Copay.

The Medication section of client face sheets now includes a column for Medication Flag, allowing for easy at-a-glance reference to this key medication information if it has been entered in the client's Medication records.  

We are excited to announce that a new Employee Identifiers feature is now available in the Human Resources module. This feature can be utilized to document and maintain records of employee IDs from systems other than AWARDS and/or those used by outside agencies.  Key highlights of this new functionality are as follows:

The AWARDS InSights analytics platform recently received a number of significant updates. While AWARDS InSights agencies received a detailed description of these changes via email, we also want to keep every agency informed about these exciting enhancements as well.  Specifically, this month we introduced both Plans and Reviews and Incidents by Episode data models and dashboards.  We also rolled out several schema and field updates, including the addition of a Vital Signs dimension to the Hospitalization dashboard and a Job History dimension to the Referral Activity and Services dashboards.  

Interested in what’s up next for InSights?  The roadmap includes:

  "Flattened" next generation data models (currently in beta - will slowly be integrated into new dashboards)

  Housing and Program Utilization models and dashboards

  Health Outcomes models

  Semi-structured data including FormBuilder and PlanBuilder data for "Builders"

Our data team is hard at work and listening to your feedback, so we'll have new content, features, and products to announce in the months ahead!

If you're an organization in New York State and are required to submit the OMH Patient Characteristics Survey, AWARDS is ready to assist!  The survey in AWARDS has been updated to reflect OMH's adjustments for 2021 and is available for your testing this month ahead of the opening of OMH's practice platform on September 23rd.  The 2021 survey week itself is October 25th through October 31st. 

As part of our ongoing efforts to make the ReportBuilders across AWARDS more comprehensive and user-friendly we've made a variety of improvements this month.  

  Agency Programs ReportBuilder - For HMIS uploading agencies the Submit NYC HMIS data variable has been relabeled Uses HMIS Upload.

  Incidents ReportBuilder - A new Comments Added By data variable is now available in the "Incidents Detail"portion of the settings page.  This variable will pull in the worker names of any users who have added a comment to the incident form.

  Various Services ReportBuilders - For agencies using the BillingBuilder, the following new procedure data variables have been added to the Progress Notes ReportBuilder, Group Notes ReportBuilder, Contact Log / Support Services Checklist ReportBuilder, and Service Contacts  ReportBuilders:

Procedure Code
Procedure ID
Procedure Name

Users can select these options to report on the procedure(s) that were billed for contacts with corresponding Invoice ID (Batch ID) values.

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