Working with Providers







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To enter, update, delete, or view a provider 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 Providers.   The Providers index page is displayed.

  NOTE: If your agency is in the process of transitioning from Support Services Contacts to the new Providers feature, the Providers Directory can be turned on for the purposes of starting to collect the provider names; however, in such instances client records will still pull in the existing support services contacts information until the transition is complete.  During this transition period the following message is included on the index page:

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

  TIP: If the provider records to be worked with are 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 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 only current provider contacts (those with no end date, or with an end date that is after today's date).  To expand the display to all provider records instead, click All under "Show Records" in the left-hand menu.  To limit the display to only those provider records that can be deleted, click Available for Deletion instead.  (Provider records can only be deleted when there are no medical appointments associated with them.)

Sorting options - By default, records in the index are sorted alphabetically by type.  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 - 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 Providers 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.  A Support Services Contacts ReportBuilder link is also provided on the left-hand menu in order to provide easy access to legacy data in the event that you have transitioned, or are in the process of transitioning, to Providers from Support Services Contacts.  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 provider - To do so, click the add new icon from the action bar above the providers table.  A new data entry page is displayed.  Configure the fields and options on this page as necessary, and then click Save.  The provider is saved, and a confirmation page is displayed.

  NOTE: For NYS CR programs - if the provider being added is an Authorizing Provider, the confirmation page displays an MD Authorization Timetable link in the left-hand menu.  Click that link to be taken to the charting timetable for the client.  From there, schedule the current MD Authorization event, set it as "Done," and schedule the next MD Authorization event.

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

  Update an existing provider - 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 providers table.  The data entry page is displayed.  Make changes to the information on this page as needed, and then click Save.  The provider is saved, and a confirmation page is displayed.

  NOTE: For NYS CR programs - if the provider being added is an Authorizing Provider, the confirmation page displays an MD Authorization Timetable link in the left-hand menu.  Click that link to be taken to the charting timetable for the client.  From there, schedule the current MD Authorization event, set it as "Done," and schedule the next MD Authorization event.

  NOTE: Providers with a type of "Authorizing Provider" can only be edited by users with the "Authorizing Provider Data Entry" permission.

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

  View or print an existing provider - 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 providers 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 - 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 providers 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.

  NOTE: Providers with a type of "Authorizing Provider" can only be edited by users with the "Authorizing Provider Data Entry" permission.

   Return to the Providers 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 Providers from the breadcrumbs trail below the AWARDS navigation bar.

The process of working with providers is now complete.

  https://demodb.footholdtechnology.com/help/?12115