To enter, update, or delete a provider appointment record, complete the following steps from the AWARDS Home screen:

  TIP: Provider appointments can also be scheduled using the Calendar. 

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

3. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom provider appointments are to be scheduled or worked with.
4. Click the Client drop-down arrow and select the client for whom the provider appointment is to be scheduled or worked with.

  TIP: If the provider appointment to be scheduled or 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 provider appointment records for the selected client.

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

"Show Records" display options - By default the index displays all provider appointments for the client.  To limit the display to only those records that can be deleted -  which, by default, are those dated in the future - click the Available for Deletion radio button under "Show Records" in the left-hand menu.  (To re-expand the display to all records, click All.) 

Sorting options - By default records in the index are sorted chronologically by date, from newest to oldest.  Click a different column header in the records table to sort the index by that data variable instead.  Clicking a column heading a second time reverses the sort order. 

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.

ReporBuilder access - The Provider Appointments 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. 

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

   Add a new provider appointment 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 provider appointment record is saved, and a confirmation page is displayed.

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

   Update an existing provider appointment 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 provider appointment record is saved, and a confirmation page is displayed.

  NOTE: By default the Provider, Date, Time, and Reason for Consultation values cannot be changed for past appointments.

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

   View or print an existing provider appointment 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 provider appointment 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.

IMPORTANT! By default provider appointment records are only available for deletion if the appointment date is in the future. If it will be necessary to regularly delete past appointment records, there is an option that will allow you to do so. The option will also allow you to edit the Reason for Consultation field on existing appointments. That option, which is only available upon request, is applied to all programs when turned on.  For more information or for assistance in turning this option on, contact the Help Desk.

  TIP: Prior to selecting records to be deleted, click Available for Deletion from the left-hand menu.  The index is automatically refreshed to show only those records that can be deleted. 

   View and print the full provider appointment form - To do so, click the checkbox to the left of the record to be worked with, and then click the show form icon from the action bar above the records table. The Provider Appointment form is displayed in a new window.  The form contains the client's personal information, form data from a FormBuilder form (if applicable), and current medication and diagnoses information.  It also includes a section for the provider to complete and sign.  Click your agency's logo in the navigation bar or use your web browser's print option to print the form.  To close the form click the Foothold logo at the top of the appointment form.

   Return to the Provider Appointment index - To do so, click the To Index icon from the action bar while working in an appointment record to return to the index page.  You can also return to the index page at any time by clicking Provider Appointments from the breadcrumbs trail below the AWARDS navigation bar.

The process of working with provider appointment records is now complete.

  https://demodb.footholdtechnology.com/help/?11886