Working with Verification of Disability Records






Previous Topic  Next Topic 

To enter, update, or delete a verification of disability record, 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 Verification of Disability.  The Verification of Disability 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 for whom verification information is to be worked with.

  NOTE: Keep in mind that the Verification of Disability feature is only available to programs for which the program type has been set to "Emergency Shelter" under System Setup > Agency Program Information > Add/Edit Entire Program.

    1. Click the Client drop-down arrow and select the client form whom verification information is to be worked with.

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

The index page is automatically refreshed to display any existing verification records for the selected client. 

  TIP: When working on the index page, records are easily accessible using the following tools and navigation features:

Sorting options - By default records in the index are sorted chronologically.  Click a column header in the data table to sort the index by a different type of data.  Click the heading again to reverse the sort. 

Navigation options - 10 records are displayed on the page by default.  To access records on subsequent pages of the index (when applicable), click the arrows in the bottom-right corner of the table.  To display 25 or 50 records at a time, click the Show drop-down to the left of the record count, also in the bottom-right corner, and make a selection.

Once you select records on the index, a count of how many total records are selected is displayed in the action bar. Selections are maintained while moving from one page of the index to the next; meaning, you can select records on the first page (showing records 1-10 by default) and move to the next page (displaying records 11-20) without losing the selections made on the first page. Links for Show all selected records and Uncheck All are available beneath the index table for easy navigation.

Search and filtering options - A Search field is available on the action bar along with a corresponding Filter by drop-down list.  To search the contents of the index (including those records not currently displayed on the page), enter a value in the Search field.  The index is automatically updated as you type.  To further narrow your search, use the Filter by selection to indicate whether the search should look at data in "All Columns" (the default) or a specific column.

Related features access - The Verification of Disability ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature.  For instructions on using that ReportBuilder, click here.

    1. At this time, complete one or more of the following tasks as needed:

   Add a new verification of disability record - To do so, click the add new icon from the action bar above the records table.  A new data entry page is displayed.  Configure the fields and options on this page as necessary, and then click Save.  The verification of disability record is saved, and a confirmation page is displayed.

  TIP: For more information on each field/option available on the data entry page, see Verification of Disability Fields / Options.

   Update an existing verification of disability record - To do so, click the record to be updated, or click the checkbox to the left of that record and then click the edit icon from the action bar above the records table.  The data entry page is displayed.  Make changes to the information on this page as needed, and then click Save.  The verification of disability record is saved, and a confirmation page is displayed.

  TIP: For more information on each field/option available on the data entry page, see Verification of Disability Fields / Options.

   View or print an existing verification of disability record - To do so, click the checkbox to the left the record to be viewed/printed, and then click the view icon from the action bar above the records table.  A read-only version of the record is displayed and can be printed as needed using your browser's print option.

   Delete an existing verification of disability record - To do so, click the checkbox(es) to the left of the record(s) to be deleted, and then click the delete icon from the action bar above the records table.  A confirmation message is displayed.  Click OK to proceed with the deletion.  The selected record(s) are deleted and the updated index is displayed.

   Return to the Verification of Disability index - To do so, click the To Index icon from the action bar while working in a verification record to return to the index page.  You can also return to the index page at any time by clicking Verification of Disability from the breadcrumbs trail below the AWARDS navigation bar.

The process of working with verification of disability information is now complete.

  https://demodb.footholdtechnology.com/help/?11862