The AWARDS Progress Notes ReportBuilder, available from within the AWARDS Reports module, is used to generate basic client demographics as well as services data recorded using progress notes.  To create and save a Progress Notes ReportBuilder report that can be re-run in the future, to generate a single-use report, or to use and/or update an existing report format to generate a report, complete the following steps:

1. From the navigation bar, click Reports (or the Reports icon).  The Reports index page is displayed.

2. Click the Program drop-down arrow and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom Grouping" selections.
3. If you previously bookmarked the Progress Notes ReportBuilder it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All or ReportBuilders under "Show Reports."
4. Use the navigation features in the bottom-right corner of the reports index to locate the Progress Notes ReportBuilder, or enter "notes reportbuilder" in the Search field in the upper-right corner.
5. Click Progress Notes ReportBuilder from the reports index. The Progress Note ReportBuilder Settings page is displayed.

6. For databases using the Progress Notes E-Signatures Configurations feature, there is flexibility in how many times a given record is displayed on the report; specifically, click one of the following Display Row Per radio buttons to indicate whether there should be a separate row for each note, or for each signature action:

  Note - When this option is selected, each progress note is listed on a separate row of the report.

  Signature Action - When this option is selected, each signature action (configured signature, applied signature, and/or use of refused/unavailable) is listed on a separate row of the report.  Structuring the report data in this way enables you to see which progress notes have been signed and, if so, the details of those signatures.  It also allows you to easily see which notes still need signing, and by whom.

The default value is "Note."

  NOTE: This option is not available in all AWARDS databases.  If you do not see it on the settings page, skip ahead to step 7.

7. Click the Roster Date Range drop-down arrow and choose which consumers are to be included in the report based on their program history.  Available selections are:

  In Program - When this option is selected the report will only include clients with program history records indicating they were enrolled in the program at some point during the specified date range.  This selection is recommended if you will be narrowing the report contents using multiple date range filters (set in step 18).

  NOTE: In this context, clients who were enrolled in the program include those who entered the program on or before the report "To" date, those who were discharged from the program on or after the report "From" date, and those who were enrolled in the program for the entirety of the report period.

  In Program Including Pending Clients - When this option is selected the report will include admitted and pending clients - those with an admission date OR intake date, respectively, prior to the report end date, and no discharge date (or no discharge date within the date range).

  NOTE: Pending clients are clients in a multi-step intake program who have had an intake processed but who are not yet fully admitted - or clients for whom a room reservation has been made.  Programs using Drop In functionality also create clients designated as pending. 

  Admitted - When this option is selected the report will only include clients with program history records indicating they were admitted to the program at some point during the specified date range.

  Admitted or Transferred In - This option is available in databases that are set up to use the Transfers module.  When this option is selected the report includes clients with program history records indicating they were either admitted to the program (via the Intake/Admission module) or transferred into the program (via the Transfers module) at some point during the specified date range.

  Discharged - When this option is selected the report will only include clients with program history records indicating they were discharged from the program at some point during the specified date range.  Current program episodes will not be included.

  Discharged or Transferred Out - This option is available in databases that are set up to use the Transfers module.  When selected the report includes clients with program history records indicating they were either discharged from the program (via the Discharge module) or transferred out of the program (via the Transfers module) at some point during the specified date range.

  NOTE: In the event that you are creating a new report format that will be saved, please be aware that the selection you make here is not saved with the report.  It, along with the date ranges specified in steps 8 and 10, must be set each time the report is run.

8. By default both Date Range fields contain today's date to include in the report only those clients on the current roster.  If necessary, make changes to that default range using the available From and To fields/date pickers.  When doing so please keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.
9. By default the report contents include all clients with records matching the report settings; any client without records matching those settings is excluded.  If necessary, click one of the other Client radio buttons to make an adjustment to the included clients.  Available selections are:

  Clients with Records - The default.  As noted above, includes in the report all clients with records matching the report settings, and excludes those that do not match.

  All Clients - Includes in the report all clients on the program roster, whether or not they have records that match the report settings.  Those without matches will display "--" for data variables in the report where there is not a matching record.

  Select Client - Limits report contents to those records for a single client only, if records are found for that client that match the report settings.  When selected, use the corresponding drop-down (automatically displayed when "Select Client" is clicked) to choose the client for whom the report is to be generated. (The selection list is limited to those clients matching the roster date range settings selected in previous steps.)

10. For clients included in the report, contents are limited to progress notes for those services provided in the selected program(s) at some point during the date range specified using the Progress Note Dates fields on this page.  By default, the Progress Note Dates range is set for the last month.  If necessary, make changes to that default date range using the available From and To fields/date pickers.  When doing so please keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.
11. Leave the Provide ExportBuilder Options checkbox unchecked.  It is NOT relevant to report generation.

  NOTE: This option is used to provide access to an ExportBuilder corresponding to the ReportBuilder with which you are working.  AWARDS ExportBuilders - which are designed for use by individuals who are familiar with export files and formats, their design, and setup - harness the power of ReportBuilder functionality and take it a step further to meet a variety of outside reporting needs.  With ExportBuilders, users can create customized data reports as they would with the ReportBuilder itself, and from those reports generate export files of a number of different types - CSV, TXT, XLS, or XML.  Exported files can be saved to your computer, then uploaded into other data collection systems and/or worked with in other applications as needed.  Additionally, as can be done with ReportBuilders, ExportBuilder formats can be saved and shared for future use.

The instructions provided here detail use of the Progress Notes ReportBuilder only, not the corresponding ExportBuilder.  For more information on using ExportBuilders, click here.

12. If you would like the report (both its content and an Excel file version) to be sent to your AWARDS Messages module upon its completion, click the Send in AWARDS Message checkbox.  When this option is selected, you need not wait for the report to generate, and can navigate away from the ReportBuilder after finishing the configuration process (in step 14 or 22) - this can be a time-saver, especially when working with reports containing large amounts of data that might otherwise take a while to display in AWARDS.

  NOTE: When using this option the report will remain in your messages for one month, after which time it will be deleted.  (The exact date of deletion will be displayed in red at the top of the report message for your reference.)  If you know you will need the report content after that time, be sure to download the Excel file (Excel File.zip) or HTML content (Report Content.html) attached to the report message.  If you don't download one of these attachments before the message is deleted, you will need to manually re-generate the report if you need access to it in the future.

13. Use the Select a saved report format drop-down options at the bottom of the page to specify whether you will be generating the report from scratch or using a previously saved report format.  Available choices are to:

  Use a previously saved report format - To generate the report using a previously created and saved format, select that format from this drop-down.  When using this method, you can immediately generate the report without changing any settings.  Alternately, you can first review and modify the settings of the format by checking off the available Provide option to modify settings of saved report format checkbox.

  TIP: Saved report formats are associated with a specific "Row Per" selection.  As a result, you can only choose from those that have the same option chosen in step 6.

  TIP: In addition to any previously saved report formats, several built-in formats are made available in the saved report selection list by Foothold Technology.  These formats are designed to aid you in completing specific reporting tasks:

  Foothold Report - Progress Notes Utilization - Available when Display Row Per in step 6 is set to "Note."  A pre-built report of progress notes summary information

  Foothold Signature Status Report - By Client / - By Employee - For agencies utilizing the new Progress Notes E-Signatures Configuration feature.  Available when Display Row Per in step 6 is set to "Signature Action."  Pre-built reports designed to enable you to see which progress notes have been signed and, if so, the details of those signatures.  These report formats also allow you to easily see which notes still need signing, and by whom. 

  Start from scratch, without using a previously saved report format - To create your own report format for single-time use or for saving and later re-use, leave the saved report format drop-down blank.

  NOTE: If you (or another user) have previously saved a default report format for this ReportBuilder and program, that format is pre-selected here.  Make changes to the selection as needed, or leave it at its default value.

14. Click CONTINUE.

If you are using an existing report format and have NOT chosen to view/modify the settings of that format, you are now taken directly to the report page.  Continue with step 23.

  NOTE: If you chose to send the report to yourself via the Messages module (in step 12), a notice is first displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete and then proceed with step 22.   If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.  

In all other instances, the Options page is displayed.  Continue with step 15.

15. The Progress Notes ReportBuilder report will include all clients who meet the roster status criteria specified in steps 7 through 9, who were also documented as having a progress note written for them for a date during the range specified in step 10.  In some cases, that may result in duplicate report records in instances where a client has multiple histories in a single program, or a history in multiple programs.  To filter out those duplicates and list each client only once in the report results, click the Unduplicated Client Count checkbox.

  NOTE: When this option is selected, the report contents are limited to the most recent progress note for each included client.  In instances where there are multiple notes with the same date and time, only one of those notes is included.

16. The Options page contains a list of demographics and progress note-documented service variables, grouped by information type.  These variables represent data collected on the intake form, face sheet, and in progress notes.  Some variables not necessarily found in these records are also available; for example, "Age" and "Client ID."

  NOTE: A section for "Date Parts" - common to all ReportBuilders that have date variables available for selection - is also included on this page.  It is intended to allow for greater flexibility of reporting around dates; for example, giving you the option to report out on a month as either a number (1) or a written month (January).

  NOTE: In some instances a FormBuilder form may be located on a progress note as set using the FormBuilder Configuration component of the FormBuilder functionality feature.  Fields from that form are included as variable selections on this AWARDS page if the "Include in Related Reports" checkbox is selected for those fields in the form's setup.  For more information, please click here.

Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.

17. Click CONTINUE.  The Report Options - Continued page is displayed.
18. Configure the options in the "Filter Options" portion of the page as necessary to adjust the scope of the report contents.  Set the "Show Individual Detail" and/or "Summary Tables" options to adjust the way in which the contents are displayed.

  TIP:  Individual detail report options and/or summary table selections must be set before the report can be generated.  For more information on using the various report options, please click here.

19. To save the report settings so that this report can easily be re-run in the future, click SAVE REPORT FORMAT.  The Save Report Format dialog box is displayed.

  TIP: If it is not necessary to save the report format and you wish only to view the report contents, please skip to step 22.

20. Configure the fields and options on this dialog box to indicate the specifics of how the format should be saved.

  TIP: For more information on using the save report format options, please click here. 

21. Click Save Report Format.  The report format is saved and the Report Options - Continued page is re-displayed.
22. Click DISPLAY REPORT.  The report is generated and displayed on the ReportBuilder page.

  NOTE: If you chose to send the report to yourself via the Messages module (in step 12), a notice is displayed on the page to let you know that report generation is in process and that the report will be sent to your Messages module upon completion.  You can then navigate away from the page, or wait for the report to complete, and then proceed with step 22. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.   

23. At this time individual detail and/or summary table content can be hidden or sorted as needed.  The report can also be printed or exported to Microsoft Excel.  For more information on working with ReportBuilder report contents, please click here. 

  NOTE: When working with report data, please keep in mind that:

  If the "Unduplicated Count" option was selected in step 15, only the most recent progress note is displayed for each of the included clients.

  When a report is long enough to require you to scroll down the page to view all of its content, the header row of the data table (individual detail and/or summary) "freezes" at the top of the page, while the rest of the report detail is viewed.  This enables you to view the column labels, even when scrolling down the page.  Similarly, when printing a report that covers more than one page, the header row of any tables split between pages is shown at the top of each page.

The process of generating a Progress Notes ReportBuilder report is now complete.

  https://demodb.footholdtechnology.com/help/?11583