A sortable read-only report that includes basic client and entitlement details (including entitlement type, effective date, expiration date, and other key pieces of information) is available from within the AWARDS Reports module. To view this report, complete the following steps from the AWARDS Home screen:
TIP: In addition to report settings described in the steps below, this page contains access to the Entitlements ReportBuilder. For more information on that feature, see Using the Entitlements ReportBuilder.
TIP: If the entitlements report is to be viewed for a specific client, select "ALL Types."
NOTE: When viewing the report using the "Medicare and not Medicaid" option, any Medicaid record containing an ID of "Pending," "Ineligible," or "Spend Down" is not counted as a Medicaid record for the client.
TIP: If the report is to be viewed for a former (discharged) client, first click Roster Archives beneath the client selection option.
TIP: If the entitlements report is to be viewed for a specific entitlement type, select "All Clients."
NOTE: Pending clients are those for whom intake has been processed, but who have not yet been admitted into the program when that program utilizes the multi-step intake process. Clients in residential programs who have rooms reserved using the optional Room Reservations functionality are also considered pending.
The contents of this read-only report are based on the selections made on the previous pages. It may contain a combination of ID number, amount, effective and expiration dates, direct deposit status, and agency payee information. The basic Certified Entitlements Report only lists those clients with entitlement records. Clients who do not have entitlement records will not be included.
The process of viewing a basic entitlements report is now complete.