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To create and/or maintain the rules governing which combinations of note, encounter, and program types generate CCDA messages, complete the following steps from the AWARDS Home page:
TIP: Electronic signatures must be applied to notes before they will automatically generate CCDA messages, even if rules have been set using the Notes as Encounters feature. We recommend confirming that electronic signatures have been configured for progress notes in your AWARDS database before beginning the following process. (Progress Notes e-signature settings are found under Administration > Builders & Tools > E-Signatures Configuration > Progress Notes - OR - Administration > System Setup > Business Rules > Setting Individual Program Electronic Signature Rules, based on which version of the e-signatures functionality you are currently using.) If you don't have progress note e-signatures configured, please contact your Foothold Customer Success Manager to assist you in the necessary setup before proceeding.
IMPORTANT! Keep in mind as you work through this procedure that there can only be one rule for each note type.
The settings on this page do not apply to the Notes as Encounters rules, and can be left as is.
TIP: When working on the index page, records are easily accessible using the following tools and navigation features:
Sorting options - By default records in the index are sorted alphabetically by note type. Click a column header in the data table to sort the index by a different type of data. Click the heading again to reverse the sort.
Navigation options - 10 records are displayed on the page by default. To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table. To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.
Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.
Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list. To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field. The index is automatically updated as you type. To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column
Add a settings rule - To do so, click the Add New CCDA Settings icon from the action bar above the records table. A new data entry page is displayed. Continue with step 5.
Update an existing settings rule - To do so, click the rule to be updated, or click the checkbox to the left of that rule and then click the Edit icon from the action bar above the records table. The data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The rule is saved, and a confirmation page is displayed. The remaining steps do not apply.
TIP: For more information on each field/option available on the data entry page, see step 5.
View or print an existing settings rule - To do so, click the checkbox to the left the rule to be viewed/printed, and then click the view icon from the action bar above the records table. A read-only version of the rule is displayed and can be printed as needed using your browser's print option. The remaining steps do not apply.
Delete an existing settings rule - To do so, click the checkbox(es) to the left of the rule(s) to be deleted, and then click the delete icon from the action bar above the records table. A confirmation message is displayed. Click OK to proceed with the deletion. The selected rule(s) are deleted and the updated index is displayed. The remaining steps do not apply.
TIP: There are no restrictions on which rules can be deleted and when. Rules can be deleted even after notes have been written and CCDAs have been generated based on the rule. No previously generated CCDAs are impacted when the rule with which they were created is deleted.
Note Type - Click this drop-down arrow and select the note type to which this rule will apply.
TIP: Only one rule can be configured for each note type. Once a rule exists for a note type, that type is no longer available for selection here. To replace a rule you must first delete the previous version, at which point you will then be able to create a new rule for the note type.
Encounter Type / Encounter Type IMO - Click the Encounter Type drop-down arrow and select the encounter type.
- OR -
If your AWARDS database has been configured to use the optional fee-based IMO service, you can instead search for the type by typing the first few letters of the type description in the Encounter Type IMO field, and then clicking the IT icon. A search results box is displayed from which the correct encounter type can then be selected. (Click here for more detailed information on how to complete an encounter type search using the IMO tool.)
Program Types - From this selection list, click the program type to which this rule applies. To select multiple programs, press <Ctrl> and then make your selections.
The process of configuring notes as encounters rules is now complete.
https://demodb.footholdtechnology.com/help/?12239
