Working with Client Medical Info







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To enter, update, or delete a client's medical info, complete the following steps from the AWARDS Home screen:

    1. Click Charts from the left-hand menu, and then click Medical.  The Medical fly-out menu is displayed.
    2. Click Medical Info.  The Medical Info index page is displayed.

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client whose medical info is to be worked with.
    2. Click the Client drop-down arrow and select the client whose medical info is to be worked with.

  TIP: If the medical info to be worked with is for a former (discharged) client, first click the Archives toggle to the right of the client selection option.

The Medical Info page refreshes to display the client's medical information in report mode.

    1. Click the Edit icon to display the page in data entry mode.
    2. At this time add, edit, or remove data from the text boxes on this page as necessary. 

  TIP: For more information on each field/option on the data entry page, see Medical Info Fields / Options.

    1. Click SAVE.  The medical info additions, changes, and/or deletions are saved and the Medical Info confirmation page is displayed.

  TIP: To make additional changes to medical information at this time, click the edit icon on the action bar at the top of the page to return to the data entry page.

  TIP: To view a read-only report version of the client's medical info, click the view icon from the action bar.  To view a report of aggregate medical info for multiple clients and programs, the fields contained in this feature are available for reporting on the Demographics ReportBuilder and Medications ReportBuilder.

The medical info data entry process is now complete.

  https://demodb.footholdtechnology.com/help/?11805