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In this issue:
Save the Date for the 2018 User's Conference
FootholdConnect Events
Impact Prize
What's New in AWARDS
This Month in HMIS
Tip of the Month - Enhance Help With Your Browser's Search Feature
Save the Date for the 2018 Foothold Technology User's Conference: AWARDS U
Foothold is gearing up for our 11th annual User's Conference, formerly known as Expo, to be held on Thursday, June 28, 2018. We have some exciting changes coming your way, as well as ticket sales to begin in the coming weeks. Be on the lookout for updates! If you have any questions about the User's Conference, email [email protected].
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AWARDS-Impact Impact Prize is back! Tell us about the most impactful, creative, and inspirational achievements your agency has realized through the use of AWARDS. We'll reward the most innovative accomplishments with a $600 cash prize and a trip to our 2018 User's Conference in New York City!
We're accepting nominations starting March 1st. For more information on the AWARDS Impact Prize, click here.
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For more information on upcoming FootholdConnect events, please go to FootholdConnect on the AWARDS Home screen's navigation bar, or visit the Upcoming Events page of the Foothold Technology web site. And don't forget... If you've missed any recent FootholdConnect events, you can access the recordings for those in Online Help here!
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As we have done in previous months, we are continuing to make available a new set of useful features and functions to users of AWARDS. As always, this round of upgrades is provided free of charge to all AWARDS users and is described below. If you have any questions, please feel free to ask your local Help Desk or your Foothold Customer Success representative. We hope these enhancements improve the way you use AWARDS and provide services!
Deployment Date: 2/7/18
BillingBuilder - Receiver Identification Code
As part of our ongoing efforts to enhance 837 data reporting capabilities in AWARDS, we have added a new option under Billing Setup > Configure Payers: Receiver Identification Code. This field can be used to specify the code to be transmitted in the 837 claim file for a payer. (If nothing is entered in this field the receiver ID will be used as the payer's receiver identification code as well as the receiver ID.)
BillingBuilder - Taxonomy Code on HCFA-1500 / Box 24J
As part of our ongoing efforts to enhance HCFA-1500 data reporting capabilities in AWARDS, we have added a new option under Billing Setup > Configure Payers: Report Rendering Provider Additional ID/Code in Box 24J (shaded area) of HCFA-1500. Use of this option enables you to specify what type of data needs to be reported in that portion of the HCFA-1500.
Central Intake - Enhancements
The following enhancements have been put in place to make the Central Intake functionality more useful to those agencies that utilize it:
When making a placement from a Central Intake program, the program selection list will include the division name next to each program name (where applicable).
The Client History Report now includes event details for Program Placement (for single-step intake programs) and Program Referral (for multi-step intake programs).
Program placements and referrals from central intake programs are now available as face sheet events in the Audit Trail ReportBuilder.
Previously setup of central intake programs (including designation of target programs) was limited to users granted access by Foothold Technology. This limitation has been removed so that anyone with the authority to add or edit a program's setup can configure the central intake options for it if needed.
For all users authorized to access the Agency Programs ReportBuilder, it now includes data variables for Central Intake Programs and Central Intake Program Targets.
A new Centralized Intake Placement Notification internal audit permission has been added. Users with this permission (assigned under Permissions Maintenance) will be sent a notification whenever a program placement or referral is made from a central intake program into a program for which they have chart access.
After a placement is made, the Intake/Admission form in the target program reflects the name of the central intake program under "referred by," along with the name of the person who made the referral/placement and his/her work phone number.
If your agency does not currently use the Central Intake functionality and you're interested in learning whether or not it's right for you, please contact your Foothold Customer Success representative. Once a determination has been made with your Customer Success representative that Central Intake is a good fit for you, more details on its use can be found here.
Client Alerts - Face Sheet Flag & Demographics ReportBuilder Data Variable
For those agencies configured to use AWARDS Client Alerts functionality, an alert flag can now be displayed at the top of the face sheet for clients with an existing alert. This optional feature is configured behind-the-scenes by Foothold Technology upon request. When requested a Client Alerts data variable is also made available on the Demographics ReportBuilder. To have this optional feature configured for your AWARDS database, please contact the Help Desk for assistance.
Client History Report - Group Note Times Now Included
Event details for group notes listed in the Client History Report now include the group/individual time. Specifically, these details list the individual in and out times set per client within the group note. In addition, individual time is now included on the group note display when a group note is accessed via the Client History Report.
FormBuilder - Default Form Option Now Available
A form can now be set to be selected by default in the "Include" drop-down list for data entry if it is configured for one of the following locations:
- Discharge - to be included on the process discharge form
- Group Notes - as an option to be included on a group note
- Incidents - to be included in Incident Reports
- Medical - as an option to be included on the Medical Appointment Form
- Program Status - as an option to be included on the Program Status form
- Progress Notes - as an option to be included in a progress note
- Services - to be included on the Service Plan Coversheet
To set a form as the default do the following during form configuration:
For more information on working with FormBuilder forms, click here.
Reports Module - New Reports Available
As part of our ongoing efforts to enhance the Reports module (accessible from the AWARDS navigation bar) the following reports have been added there:
- Contacts Log Utilization Report (with Contacts by Worker Report)
- Medications ReportBuilder
- Plans and Reviews ReportBuilder
- Providers ReportBuilder
- Service Referrals ReportBuilder
Clicking the star icon next to any report in the Reports module bookmarks it for you to make future access quicker and easier. For more information on the Reports module, click here.
Waiting List - Enhancements
The following enhancements have been made to the existing Waiting List functionality to make it more powerful and user-friendly:
The ability to interact with a waiting list in AWARDS is now based on four new data entry/access permissions (assigned assigned under Permissions Maintenance):
Waiting List - Add Client - Users with this permission can add a client to the waiting list in programs to which they have chart access. This data entry can be completed via the face sheet or the Intake/Admission module.
Waiting List - Delete/Remove Client - Users with this permission can delete a waiting list record via the Waiting List section of the face sheet, or using the red delete (x) icon when viewing a waiting list in the Profile or Intake/Admission modules. Additionally, when editing a waiting list record users with this permission will see an End Date field where they may remove a client from the waiting list without deleting the record entirely. This process can be completed via the Waiting List section of the face sheet, or using the pencil icon when viewing a waiting list in the Profile or Intake/Admission modules. Removed clients are still available in associated waiting list ReportBuilders. (This permission must be given in conjunction with the Waiting Lists - View Waiting List permission.)
Waiting List - Place Client - Users with this permission can use the waiting list to place clients into a program to which they have chart access. This process can only be completed in the Intake/Admission module into a program configured as a destination program for the waiting list. (This permission must be given in conjunction with the Waiting Lists - View Waiting List permission.)
Waiting List - View Waiting List - Users with this permission can view a waiting list (via the face sheet or Intake/Admission module) in programs where the list includes a destination or source program to which he/she has access.
Waiting list placements are now included in the Client History Report, including details that a referral from the waiting list has been made, and to which destination program.
The face sheet waiting list section has expanded to include all waiting lists a client is on based on program chart access for both the source and destination programs of those lists.
Waiting list configuration now enables a user to set up the waiting list in such a way that a client is automatically removed from that list once a referral is created for him/her in a destination program. This new feature is only available for destination programs set up to use multi-step intake, and in cases where the waiting list's source and destination programs are not the same.
Users with the proper authority are now able to customize an additional set of fields/options to be displayed on the waiting list using the Waiting List Clients ReportBuilder.
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It's been less than two weeks since HUD's requirement for all Continuums of Care to implement a Coordinated Entry System and we're glad to see that the vast majority of our clients are opting to use AWARDS for theirs. AWARDS HMIS is a logical choice since so much data is already in your system, and we provide the flexibility to screen and assess clients in a variety of ways. But our work is not finished. You can read above about the enhancements that we've made to Waiting List functionality and Central Intake, and we have more projects in development now. Over the next several months we'll be improving the way AWARDS databases can communicate with one another, making it possible for single-agency databases to share forms, assessments, and referrals with their HMIS database. Soon we will also be offering "Delta Refresh" uploads that allow you to share data back and forth between systems. Stay tuned to future FootNotes newsletters for more information about all the upcoming changes. The National Alliance to End Homelessness conferences coming up in March and the National Human Services Data Consortium in April will have even more information from HUD and the Federal partners.
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Tip of the Month - Enhance Help With Your Browser's Search Feature
Did you know...
... that your browser's Search feature (<Ctrl+F>) can be a handy tool when using AWARDS Online Help?
Online Help comes complete with its own Search tool, accessible from a tab in the upper-left corner of the page. That search looks through every word in the Help system for a topic or keyword of your choice, and then provides you with a list of relevant topics based on your search criteria. When a Help page is accessed from the search results, exact matches to your search criteria are highlighted on the page. But what if you didn't get an exact match and want to narrow in further on a specific piece of information on that page? Or what if you already know what Help page you need but can't remember where that useful tidbit you'd seen before was located on that page, for instance? That's where the browser search can come in handy. Press <Ctrl+F> on your keyboard, enter a search term, and then press <Enter>. Matching results will then be highlighted for you on the page. If there is more than one match the browser search will give you navigation options to use to jump from match to match until you find the one you're looking for. This useful trick even works in the Online Help index!
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https://demodb.footholdtechnology.com/help/?12168
