Client Alerts

The Client Alerts feature is an optional database enhancement that allows you to record and maintain client alerts information, which can then be viewed by all staff from within Client Search results. Upon request, a client alerts flag can also be added to the face sheet, with a corresponding Demographics ReportBuilder data variable.

Permissions Required

Because the Client Alerts feature is optional, it is not automatically available in all databases. When requested, it is turned on behind-the-scenes in AWARDS by Foothold Technology for individual programs and user groups. (Contact the Help Desk to make this functionality available in your AWARDS database.) Staff in programs and user groups for which the Client Alerts feature has been turned on must have the following permissions in order to enter, update, or remove alerts:

• Program Chart Access
• Display Any Chart Records Buttons
• Display Chart Records Services - Individual Button

There are no restrictions on viewing alerts information. Once entered it can be viewed by all staff with access to Client Search. (Staff without access to Client Search may still see client alerts if a request has been made to add alert flags to agency face sheets.)

Setting Up Client Alerts Information

• Click Charts > Services - Individual > Client Alerts. The Client Alerts Selection page will display. 
• Select the client from the Client drop-down menu. If the client is a former (discharged) client, first click Roster Archives. 
• The Alert Data Entry page will display. 
• Add a new alert, Update an alert, or Delete an alert. When finished, click Return to Data Entry. 

Viewing Client Alerts

Once a client alert has been placed it can be viewed by all users with access to the Client Search feature.

• Use the Search Client functionality to search for the client. 
• Enter your search criteria in any of the search fields. Click Search. All agency program records are searched for the identifying information entered and results will display on the Client Search Results page.
• Hover over an Alerts flag to see the alert.