Follow Up Notes







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The Follow Up Notes feature is an optional database enhancement that provides a secondary point of access to the Services - Individual module's Progress Notes feature, but one which limits data entry to notes for discharged clients only.  Once written, follow up notes can be accessed for viewing and data entry purposes from within both the Follow Up Notes feature or from within the Services - Individual module's Progress Notes feature.

Required Permissions

Because the Follow Up Notes feature is optional, it is not automatically available in all databases.  When requested, it is turned on behind-the-scenes in AWARDS by Foothold Technology for individual programs.  (Contact the Help Desk to provide access to specific programs in your AWARDS database.)

Staff in programs for which the Follow Up Notes feature has been turned on must have the following permissions in order to use it:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Discharge Button
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.

Click-by-Click Instructions

IMPORTANT! The topics below reference working with notes from the Services - Individual module's Progress Notes feature rather than from within the Follow Up Notes feature.  Regardless of the point of access, the functionality is the same aside from the first few steps detailing how to access the feature, and minor differences such as page names.  The one notable exception is that when working from within the Follow Up Notes feature, progress notes can only be written and worked with for discharged clients. 

Entering / Updating a Progress Note - Learn to create new progress notes / follow up notes and edit existing ones.

Electronically Signing Progress Notes - Learn to electronically sign progress notes / follow up notes you or others have written, or to assist a client in doing so.

Deleting a Progress Note - Learn to delete progress notes / follow up notes you previously entered in AWARDS.

Viewing a Progress Notes Report - Learn to view progress notes / follow up notes reports using available report settings.

Viewing a Progress Notes Viewing Report - Learn to view a report of which users have viewed progress notes / follow up notes in a specified time period.

Using the Progress Notes ReportBuilder - Learn to generate customized reports of data as recorded using progress notes / follow up notes.

Frequently Asked Questions

Progress Notes Frequently Asked Questions 

Enhancement Request Forms

As noted above, the Follow Up Notes functionality is optional.  To request that it be turned on in your AWARDS database if it is not already, download the following request form, complete the "Discharge Menu: Follow Up Notes" portion, and then submit it to [email protected].

Discharge - Implementation Requests Form

  https://demodb.footholdtechnology.com/help/?12029