To work with a consumer's past support services contacts history information, complete the following steps from the AWARDS Home screen:

1. Click the Program drop-down arrow in the upper right-hand corner of the page and select the program associated with the client for whom support services contacts history information is to be worked with.
2. Click Charts from the left-hand menu, and then click Medical.  The Medical fly-out menu is displayed.
3. Click Support Services Contacts.  The Support Services Contacts Client Selection page is displayed.

4. Click the Client drop-down arrow and select the client for whom support services contacts history information is to be worked with.

  TIP: If the history information to be worked with is for a former (discharged) client, first click the Roster Archives checkbox beneath the client selection option.

5. Click Support Services Contacts History.  The Support Services Contacts History page is displayed.

6. Only those history records for support services contacts relationships beginning within the date range in the Start Date and End Date fields on this page will be available for updating.  Make changes to the default date range as necessary (using mm/dd/yyyy format).
7. Click CONTINUE.  The Support Services Contacts History data entry page is displayed.
8. At this time, complete one or more of the following data entry tasks:

  Delete a support services contacts history record - To do so click the Delete? checkbox next to the contact record to be deleted.  Continue with step 10.

  TIP: Current support services contacts cannot be deleted unless their as of and end dates are the same.

  Update a support services contacts history record - To do so, make changes to the as of or end date values in the corresponding fields (using mm/dd/yyyy format).  Continue with step 10.

  Add a support services contacts history record - To do so, continue with step 9.

  TIP: This option to add a new history record is to be used for the purposes of backfilling support services contacts history information only.  Current support services contacts must be added using the Medical module Support Services Contacts feature.  For more information, see Working with Support Services Contacts Info.

9. Configure the "Backfill Prior History" fields/options on this page as follows:

  Add Role / Other - Click the Add Role drop-down arrow and select the former contact's role.  If the appropriate role is not listed, type it in the Other field.

  Person - In this field, type the name of the former contact.

  Agency - In this field, type the name of the agency for which the former contact works.

  Address - In this field, type the address of the agency for which the former contact works.

  Phone - Click the drop-down arrows and select "Work," "Home," "Cell," "Beep," "Fax," or "TTY" to indicate the phone number to be entered for the former contact.  Type the phone number(s) in the corresponding fields (using (nnn) nnn-nnnn format, followed by an extension if applicable).  Up to two numbers can be entered for each contact.

  As Of / End Date - In this field, type the date on which the consumer's relationship with the former contact began, and the date on which the relationship ended (using mm/dd/yy format).

10. Click UPDATE.  A read-only report version of the support services contact information is displayed on the Support Services Contacts Information page.

  TIP: To make any additional changes to the history information at this time, click DATA ENTRY to return to the Support Services Contacts Information page.

The process of entering or updating support services contacts history information is now complete.

  https://demodb.footholdtechnology.com/help/?10564