Basic Contacts Log







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The basic version of the Contacts Log feature in the AWARDS Services - Individual module enables case managers and counselors to quickly and easily record contact with consumers.  At the same time contacts log records are being entered or updated, progress notes can also be written to further document each contact.  Contacts log reports can also be generated using the information entered in these records.

Required Permissions

Use of the Contacts Log feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need the permission listed here, please contact your supervisor or your local Help Desk for assistance.

Additionally, though you can view contacts recorded by others using report mode, you can only update and delete contacts log records you yourself entered.  An exception is made for users with the "Surrogate Data Entry - Contacts Log" permission.

Click-by-Click Instructions

Entering / Updating a Contacts Log Record - Learn to enter new contacts and edit existing ones.

Deleting Contacts Log Records - Learn to delete contacts you previously entered in AWARDS.

Viewing a Contacts Log Report - Learn to generate a read-only report of contacts log information selected based on a variety of criteria.

Using the Contacts Log ReportBuilder - Learn to generate customized reports of client demographics and contacts log data.

Additional Contacts Log Reports 

The following reports, while not located within the Contacts Log feature itself, can be a useful tool for reviewing services.

Service Contacts ReportBuilder - Located in the Reports module.  Used to generate custom reports of individual and group services. 

Frequently Asked Questions

Basic Contacts Log Frequently Asked Questions

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Service Contacts Optional Enhancements (42 min) * - May 2016

Join us for a review of the enhancements available for Services module functionality related to recording and reporting on contacts - Progress Notes, Contacts Log, Group Notes, Supportive Services Checklist, and Service Contacts ReportBuilder.

Enhancement Request Forms

Service Contacts - Implementation Request Form

  https://demodb.footholdtechnology.com/help/?11471