Intake / Admission

Previous Topic  Next Topic 

The AWARDS Intake /Admission module contains features that can be used to create and modify referral records, process applicant intake and admission, and monitor referral activity.  There are several intake/admission formats available for use when completing these tasks, with the two most commonly used being:

  Multi-Step Intake/Admission

  Single-Step Intake/Admission

Please verify the type of intake/admission format used at your program to make sure you refer to the appropriate instructions.

Required Permissions

The intake/admission module is available to users with the following permissions:

Display Any Chart Records Buttons
Display Chart Records Intake/Admission Button
Referrals Data Entry
Discharged Application Evaluation Editing (only required to update the "Application Evaluation" portion of the intake/admission form after a client is discharged from a multi-step intake program)

Additional permissions required to use the features within the Intake/Admission module are discussed in detail in the Online Help sections for each of those features.

  NOTE:  Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.

Module Features

COPY FORMBUILDER DATA - Learn how to copy data from a client's form in one program to the same form for that client in another program.

ENTITLEMENTS ASSIGNMENT - Learn how to work with multiple entitlements records simultaneously during the intake/admission process.

MULTI-STEP INTAKE / ADMISSION - Learn how to process multi-step intake/admission step-by-step.

REFERRAL REPORTS - Learn how to view read-only reports on the referrals used for processing intake/admission as well as on intake/admission details.

SINGLE-STEP INTAKE / ADMISSION - Learn how to process single-step intake/admission step-by-step.

WAITING LISTS - Learn how to place clients onto customized waiting lists and from those lists into destination programs.

Training Films & Demonstrations

Intake Cloning - Training Film (7 min)  

FootholdConnect Event Recordings

  NOTE:  Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Central Intake (36 min) - November 2019

AWARDS Central Intake functionality is designed for use by programs that have a central point of intake for all clients. Using this functionality, a client is admitted into a Central Intake program, is screened or registered, and from there is placed in their destination placement program(s). This webinar recording reviews how to set up a Central Intake program, admitting a client into a Central Intake program, and making placements into other programs from a Central Intake program. It also covers how the Central Intake Placement Notification and Central Intake Placement Requests permissions can make this function even more user-friendly at your agency. 

Documenting After Discharge (33 min) * - December 2016

Learn different ways users can document information post-discharge with a wide variety of AWARDS features, including use of roster archives, post-discharge notes, follow-up notes, group notes, correcting service coordinators, charting timetable, backdating discharges, readmitting clients that were previously discharged, and undoing discharges.

Intake and Admission (1 hr 28 min) * - February 2015

Learn to monitor, improve, and ensure the accuracy of intake and admission data in AWARDS.  Find out how to properly admit clients returning to a program or admit clients into multiple programs, and review the processes of finding and merging duplicate clients and referral sources.

User's Conference Continued - Demographics / Data Entry 101 (58 min) * - June 2018

Accurate demographic data provides the best representation of who you serve to funders, staff and the community. This session will focus on correctly putting data into AWARDS and the best ways to fix mistakes when you find them. Remember, what goes in must come out, so if you have bad data in your system, bad data will report out.

Related Documents

Central Intake - Instruction Sheet

Cloning - Instruction Sheet

Interoperability Center - RHIO Consents - Instruction Sheet

Room Reservations - Instruction Sheet