Updating Program Attendance







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To update previously entered program attendance, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the day program for which program attendance is to be updated.
    2. Click Charts from the left-hand menu, and then click Reception Desk.  The Reception Desk fly-out menu is displayed.
    3. Click Program Attendance.  The Reception Desk Data Entry page is displayed.

    1. Click the Reception Desk Sign-In Date drop-down arrow and select the date for which the program attendance is to be updated.
    2. If the program attendance to be updated is to include consumers whose attendance has lapsed for 90 days or more, click the Include Inactive Roster? checkbox.
    3. To apply to any existing program attendance information data from all activities, group notes attendance, and individual face to face progress notes clock times, click Apply Services Attendance Data and then click your browser's Back button to return to the Reception Desk Data Entry page.

  TIP: In order to use this feature the date range in the Start Date and End Date fields can be no more than seven days.

  NOTE: Apply Services Attendance Data is an optional feature.  If it is not turned on in your database and you are interested in learning more about it, please contact your Foothold Customer Success & Advocacy team representative.  They will be able to provide guidance on whether or not this functionality is right for your agency. 

    1. Click CONTINUE.  The Reception Desk Data Entry page is displayed.

    1. Make changes to the attendee selections as necessary using the Attendance Checklist checkbox next to each consumer name.

  NOTE: In programs using the multi-step intake process, this checklist includes pending consumers - those for whom intake has been processed but who have not yet been admitted - but those pending individuals are not noted as such as they are elsewhere in AWARDS. 

  TIP: If an attendance record has been used to generate an invoice using the BillingBuilder, that record is locked from editing.  In order to open the record for editing, all associated invoices must be deleted, or you must have the Unlock Reception Desk Records permission assigned under Permissions Maintenance.  If you have the permission an Unlock option is available to the right of the client's name, which, upon clicking, unlocks the attendance record and allows edits to be made.

  TIP: To select all consumers in the attendance checklist, click the Check All link.  To clear all selected consumers, click Clear All.

    1. Click ENTER CLOCK TIMES.  The Reception Desk Data Entry clock times page is displayed.

    1. Make changes or additions to the In and Out times for each consumer as necessary, and/or add a return visit time (using HH:MM AM/PM format).
    2. Click UPDATE & FINISH.  The program attendance information is saved and a read-only report version of the information is displayed on the Reception Desk Report page.

  TIP: To make additional changes to the program attendance at this time, click DATA ENTRY to return to the Reception Desk Data Entry page. 

  TIP: If an attendance record's In and Out times have been used to generate an invoice using the BillingBuilder, those times are locked from editing.  In order to open the times for editing, all associated invoices must be deleted, or you must have the Unlock Reception Desk Records permission assigned under Permissions Maintenance.  If you have the permission an Unlock option is available to the right of the client's name on the previous page, which, upon clicking, unlocks the attendance record and allows edits to be made.

The process of updating program attendance is now complete.

  https://demodb.footholdtechnology.com/help/?10289