* Working with Certified Entitlements

To enter a new certified entitlements record, or to update or delete an existing entitlements record, complete the following steps from the AWARDS Home screen:

Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom entitlements are to be worked with.
Click Charts from the left-hand menu, and then click Entitlements. The Entitlements fly-out menu is displayed.
Click Certified Entitlements. The Certified Entitlements Client Selection page is displayed.

Click the Client drop-down arrow and select the client for whom the certified entitlement records are to be worked with.

TIP: If the entitlement records to be worked with are for a former (discharged) client, first click Roster Archives beneath the client selection option.

Click CONTINUE. The Certified Entitlements page is displayed. This page contains any current entitlement records for the selected client, and options to add new entitlement records.
By default, only the client's current entitlements are displayed, and the "Current Entitlements Only" Display option is selected on this page. To view the client's entire entitlement history instead, click the "Complete History" radio button and the page refreshes.
At this time complete entitlements data entry tasks as needed. The available tasks and the process required for each varies based on whether you are working with a copay record versus any other type of certified entitlement record.

TIP: Which entitlement types are available to you for viewing and/or data entry purposes is based on your assigned permissions. Click here for the related permissions list.

Working with insurance copay records

IMPORTANT! In order to enter and work with copay records, a copay types list must have been set up for your AWARDS database. Please reach out to your AWARDS administrator for assistance, or see the frequently asked question How do I set up the "Copay Types" list?

To add, edit, or delete a copay record, click Edit/Add New Copay. The Copays index page is displayed. From here complete one or more of the following data entry tasks. When your work is complete, click Return to Entitlements in the left-hand menu bar.

Add a new insurance copay record - To do so, click the add new icon from the action bar above the records table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The insurance copay record is saved, and a confirmation page is displayed.

TIP: When adding or updating an insurance copay record, please keep in mind that:

- The Insurance Type drop-down contains any active insurance types for the currently selected client.
- The Effective Date of the copay record cannot be before the effective date of the selected Insurance Type.
- Only one record can exist for the same insurance type, copay type, and effective period combination at any given time. No overlaps are allowed.
- Notes are limited to 60 characters.
- Current copays are viewable from the Calendar when scheduling or viewing a program appointment event block.

Update an existing insurance copay record - To do so, click the record to be updated, or click the checkbox to the left of that record 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 insurance copay record is saved, and a confirmation page is displayed.

View or print an existing insurance copay record - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the records table. A read-only version of the record is displayed and can be printed as needed using your browser's print option.

Delete an existing insurance copay record - To do so, click the checkbox(es) to the left of the record(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 record(s) are deleted and the updated index is displayed.

Return to the Copays index - To do so, click the To Index icon from the action bar while working in a copay record to return to the index page. You can also return to the index page at any time by clicking Copays from the breadcrumbs trail below the AWARDS navigation bar.

Working with all other entitlement types

To add/update an entitlement note for this client, click the Entitlements Note link on the Certified Entitlements page.
Enter or update the note text as needed.
Click UPDATE NOTE. The updated Certified Entitlements page is displayed.

The process of working with certified entitlements records is now complete.

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