Builders & Tools







Previous Topic  Next Topic 

The Builders & Tools module provides easy access to the AWARDS customization and configuration items you use most.

Required Permissions

Users must have permission for at least one of the features in the Builders & Tools module in order for that module to be available.  

Permissions required to use the specific features within the Builders & Tools module are discussed in detail in the Online Help sections for each of those features.

  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.

Module Features

The Builders & Tools module is comprised of the following features.  Click a link below to access the Online Help pages for the corresponding feature.

E-SIGNATURES CONFIGURATIONS - Learn how to get started with the e-signatures configuration tool for progress notes and monthly checklist records.

FORMBUILDER - Learn to build forms for the collection of client and employee data, and to create reports based on the fields in those forms.

LISTBUILDER - Learn to create customized lists for use with a variety of AWARDS functionality.

PLANBUILDER - Learn to design customized service/treatment plans based on a standard set of pre-made templates that reflect common plan configurations.

PROVIDERS DIRECTORY - Learn to maintain the master list of provider contacts available for assignment to client records.

REFERRAL AGENCIES - Learn to maintain the list of referring and provider agencies for use in AWARDS, including referral sources, service referrals, and providers.

WAITING LIST CONFIGURATION - Learn to create client waiting lists with specific requirements and to assign source and destination programs for those lists.

  https://demodb.footholdtechnology.com/help/?12222