The AWARDS Medical module Diagnostic Tests feature is an optional database enhancement that enables users to enter, update and delete diagnostic test information, as well as to view read-only diagnostic test reports.
NOTE: Diagnostic tests information can also be accessed from within individual client face sheets if the face sheet has been configured to allow users to do so. Please keep in mind that any changes made to diagnostic tests information via the Medical module are reflected within the face sheet, and vice versa.
Required Permissions 
Because the Diagnostic Tests 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. (Contact the Help Desk to provide access to specific programs in your AWARDS database.) Staff in programs for which the Diagnostics Tests feature has been turned on must have the following permissions in order to use it:
Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Medical Button
Display Chart Records Profile Button (optional - to work with diagnostic tests from within client face sheets if the face sheet has been configured to allow it)
NOTE: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance.
Click-by-Click Instructions 
Working with Diagnostic Test Records
To enter, update, or delete a diagnostic test record, complete the following steps from the AWARDS Home screen:
- Click Charts from the left-hand menu, and then click Medical. The Medical fly-out menu is displayed.
- Click Diagnostic Tests. The Diagnostic Tests index page is displayed.
- Click the Program drop-down arrow and select the program associated with the client for whom a diagnostic test record is to be worked with.
NOTE: For clients admitted to multiple programs, diagnostic tests are not shared across programs.
- Click the Client drop-down arrow and select the client for whom diagnostic tests are to be worked with.
TIP: If the diagnostic tests 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 diagnostic test 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 diagnostic test records. To limit the display click one of the following options under "Show Records" in the left-hand menu:
- Available or Deletion - Limits the display to only those records that can be deleted, which excludes any test results received from the E-Labs platform.
- E-Lab Results - Limits the display to those records submitted through the E-Labs platform. (Only available if your agency subscribes to the optional E-Labs feature.)Sorting options - By default, records in the index are sorted chronologically. 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 - 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 Diagnostic Tests ReportBuilder link on the left-hand menu bar provides a shortcut to access the ReportBuilder for this feature.Supporting documentation access - Any supporting documentation previously attached to a diagnostic test record can be accessed directly by clicking Supporting Documentation from the left-hand menu bar, and then selecting the supporting documentation record to be worked with. For more information on supporting documentation options available on the data entry page, see below.
- At this time, complete one or more of the following tasks as needed:
Add a new diagnostic test record - To do so, click the Add New icon from the action bar above the diagnostic tests table. A new data entry page is displayed. Configure the fields and options on this page as necessary, and then click Save. The diagnostic test record is saved, and a confirmation page is displayed.
TIP: For more information on each field/option available on the data entry page, see below.
Update an existing diagnostic test 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 diagnostic tests table. The data entry page is displayed. Make changes to the information on this page as needed, and then click Save. The diagnostic test record is saved, and a confirmation page is displayed.
NOTE: The edit option is available for tests received from the E-Labs platform in a limited capacity only. Specifically, each field/option value can only be edited once after the lab order has been submitted and results received. After a field/option's value has been recorded or changed once, it becomes read-only.
TIP: For more information on each field/option available on the data entry page, see below.
View or print an existing diagnostic test record - To do so, click the checkbox to the left of the record to be viewed/printed, and then click the view icon from the action bar above the diagnostic tests 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 diagnostic test 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 diagnostic tests 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: The delete option is not available for diagnostic tests received from the E-Labs platform.
Access patient education information for a diagnostic test - To do so, click the checkbox to the left of the record for which information is to be viewed, and then click the infobutton icon from the action bar above the diagnostic tests table. The National Institute of Health's MedlinePlus database is opened in a second window, containing patient education materials for the selected test. Close the information window when viewing is complete.
Return to the Diagnostic Tests index - To do so, click the To Index icon from the action bar while working in a diagnostic test record to return to the index page. You can also return to the index page at any time by clicking Diagnostic Tests from the breadcrumbs trail below the AWARDS navigation bar.
The process of working with diagnostic test records is now complete.
Using the Diagnostic Tests ReportBuilder
The AWARDS Diagnostic Tests ReportBuilder is a powerful tool that can be used to generate customized reports of consumer diagnostic tests, along with basic consumer demographics entered elsewhere in AWARDS. To generate and save a Diagnostic Tests 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 from the AWARDS Home screen:
TIP: The following instructions detail accessing the Diagnostic Tests ReportBuilder from directly within the Medical module. This report is also available in the AWARDS Reports module, where it can be bookmarked for easy access.
- Click Charts from the left-hand menu, and then click Medical. The Medical fly-out menu is displayed.
- Click Diagnostic Tests. The Diagnostic Tests index page is displayed.
- Click the Program drop-down arrow and select the program for which the report is to be generated.
- Click Diagnostic Tests ReportBuilder from the left-hand menu. The Diagnostic Tests ReportBuilder Settings page is displayed.
- 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 15).
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 6 and 8, must be set each time the report is run.
- By default both Roster 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 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.
- 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.)
- For the clients included in the report, contents are limited to diagnostic tests effective at some point during the date range specified using the Diagnostic Tests Dates fields on this page. By default that date range is set to report diagnostic tests active over the last month. If necessary, make changes to that default date range using the available From and To fields/date pickers.
NOTE: In this context effective diagnostic tests are those with a "Date Reported" that falls within the date range specified here.
- 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 Diagnostic Tests ReportBuilder only, not the corresponding ExportBuilder. For more information on using ExportBuilders, click here.
- 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 12 or 19) - 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.
- 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: The Foothold - Results Received Today built-in report format, made available by Foothold Technology, is available in the saved format selection list. It is designed for agencies that submit electronic lab orders using AWARDS. It uses dynamic date filtering to show a list of lab test results received "today." Any user with access to this ReportBuilder can use this saved format, regardless of his/her ability to order electronic labs.
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.
- 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 20.
NOTE: If you chose to send the report to yourself via the Messages module (in step 10), 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 20. 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 13.
- The Options page contains a list of variables grouped by type, and includes selections for "Demographics," "Diagnostic Test," "Lab Information," and "Record Information."
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).
Click the checkbox next to each variable to be included in the report, and/or use the available Check All options as needed.
- Click CONTINUE. The Report Options - Continued page is displayed.
- 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.
- 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 19.
- 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.
- Click Save Report Format. The report format is saved and the Report Options - Continued page is re-displayed.
- 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 10), 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 20. If you did NOT set that option, you can do so now by clicking Send to AWARDS Messages.
- 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 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. 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 Diagnostic Tests ReportBuilder report is now complete.
A Closer Look @ Fields & Options 
Diagnostic Test Fields / Options
Below is an alphabetical list of the fields and options located on the Diagnostic Tests - Data Entry page.To jump directly to the information for a specific field or option, press <Ctrl+F> to access your browser's search field and enter the name of the field/option in question.
NOTE: A gear icon 
next to a field or option in this list indicates that it is either optional (and therefore not automatically available in all AWARDS databases), or that some aspect of it (for example drop-down selections) is configurable. For more information on the ways in which this data entry page can be configured, see the Diagnostic Tests portion of the Medical Module - Implementation Requests Form. To request some or all of the configuration options detailed there, complete the form and submit it to requests@footholdtechnology.com.
NOTE: When working with the results record received from the E-Labs platform, edits can be made in a limited capacity only. Specifically, each field/option value can only be edited once after the lab order has been submitted and results received. After a field/option's value has been recorded or changed once, it becomes read-only.
Abnormal Flag
If the test results were abnormal, click this drop-down arrow and choose the corresponding flag for those results.
Comments
In this text box type or make changes to any comments pertaining to the diagnostic test, if applicable.
Date Reported
In this field, type or make changes to the date reported for the diagnostic test (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.
Date Verified
In this field, type or make changes to the date on which the diagnostic test was verified (using mm/dd/yyyy format), or select the date using the date picker drop-down arrow.
Exact Date
Click this drop-down arrow and select "Yes" or "No" to indicate whether the exact date was reported.
Laboratory
Click this drop-down arrow and select the laboratory for the diagnostic test.
NOTE: This selection list is comprised of laboratories entered in the Laboratory Locations feature.
Method Verified
In this field, type or make changes to the method of verification.
Positive
Click this drop-down arrow and select "Yes" or "No" to indicate whether the diagnostic test was positive.
Click this drop-down arrow and select the related labor order for the diagnostic test.
NOTE: This selection list is comprised of any lab orders on file for the consumer, as entered in the Laboratory Orders feature. When a selection is made here, the diagnostic tests record is automatically made accessible in the "Diagnostic Results" portion of the corresponding Laboratory Order record.
Result Status
Click this drop-down arrow and select the result status and code for the diagnostic test.
Results
In this field, type or make changes to the diagnostic test results.
Supporting Documentation
The expandable Supporting Documentation sub-section within each diagnostic test record enables you to attach files to the documentation test record. To attach files or make changes to previously attached files, click Supporting Documentation in the left-hand menu bar, and then complete one or more of the following tasks as needed:
Add a new supporting documentation attachment - To do so, click the add new icon from the action bar above the attachments table. A data entry page is displayed. Configure the following fields/options, and then click Save.
Document Name - In this field, type or make changes to a brief descriptive name for the document using less than 40 characters.
Brief Description - In this field, type or make changes to a brief description of the document's contents using less than 100 characters.
File - Click the Choose File button. A File Upload window is displayed. Select the file to be attached (accepted file types are DOC, DOCX, XLS, XLSX, PDF, JPG, JPEG, PNG, GIF, and BMP), and then click Open. The file's name is now displayed to the right of the Choose File button.
Edit a supporting documentation attachment - To do so, click the radio button to the left of the record to be edited, and then click the edit icon from the action bar above the attachments table. Make changes to the information in the data entry fields and options as needed, and then click Save.
Delete a supporting documentation attachment - To do so, click the radio button to the left of the record to be deleted, and then click the delete icon from the action bar above the attachments table. A confirmation message is displayed. Click OK to proceed with the deletion. The record is deleted and the updated index is displayed.
Download a supporting documentation attachment - To do so, click the radio button to the left of the record to be downloaded, and then click the view icon from the action bar above the attachments table. The selected attachment is saved to your computer and can be viewed or worked with as needed.
Test
Click this drop-down arrow and select the name of the diagnostic test being recorded.
IMPORTANT! If your AWARDS database has been configured to use the optional fee-based IMO service, as indicated by an IT icon to the right of the Condition field.
Time Reported
In this field, type or make changes to the time reported for the diagnostic test (using HH:MM AM/PM format).
Unit of Measure
In this field, type or make changes to the unit of measure for the results being reported, if applicable.
Verified By
Click this drop-down arrow and select the name of the user who verified the diagnostic test.
NOTE: This selection list is comprised of users who have chart access to the selected program AND who have been assigned the Include in Direct Care Staff Lists permission under Permissions Maintenance. (Members of the "Direct Care Staff," "Direct Care Program Director," "Intake Staff," "Housing Reception Desk," "Entitlements Staff," "Executive Officer," "Executive Support Staff," and "System Administrator" user groups need only have chart access, and are exempt from the staff lists permission requirement.)
Frequently Asked Questions 
Diagnostic Tests Frequently Asked Questions
The following frequently asked questions regarding the Diagnostic Tests feature can be a useful reference when you have your own questions about the functionality.
How do I complete an IMO search for a diagnostic test?
The IMO (Intelligent Medical Objects) search tool enables users to search for a test and automatically pull the full test name into AWARDS.
This search is optional functionality that is only available by subscription as a licensed integrated service within AWARDS. If it is currently turned on in your AWARDS database, you will see an "IT" icon to the right of the Test field during diagnostic test data entry.
NOTE: If you do not see this icon and are interested in learning more about having the IMO search tool added to your AWARDS database, please click here.
The process of using the IMO search tool varies based on whether you are starting a search from scratch, or replacing a previously selected value. Instructions for both are provided here.
Completing a New Search
To complete an IMO search and pull test information into AWARDS, complete the following steps from the Diagnostic Tests - Data Entry page:
- Click your mouse cursor in the Test field and type the name of the test ordered for the client.
TIP: A full test name does not need to be entered; however, the IMO search requires at least the first three letters of a test to find matches. Keep in mind though that only 20 search matches are displayed in the search results, so the more of the test description you enter, the more likely you are to find what you're looking for in those 20 matches.
- Click the IT icon.
The search is initiated and the IMO Search dialog box is displayed.
This dialog box displays up to 40 matches for the search criteria you entered, with 10 results displayed on each page. To navigate between the search match pages, if applicable, use the navigation arrows in the bottom right corner of the dialog box.
- Click the radio button to the left of the correct test descriptor and associated codes.
TIP: If the necessary test is not listed, click the Search Term field in the upper-left corner of the dialog box, enter an adjusted search phrase, and then click Search to try again.
- Click SELECT. The IMO Search's test "descriptor" is pulled in the AWARDS Test field. This value will be read-only, but can be adjusted as necessary using the instructions below for redoing a search.
The process of completing a new IMO search is now complete.
Redoing a Search
To make a change to an existing test name from the Diagnostic Tests - Data Entry page, complete the following steps:
- Click the red X icon to the right of the Test value to remove the existing test name.
- Repeat the IMO search by following all of the steps under "Completing a New Search" in this same frequently asked question.
The process of redoing a search is now complete.
When completing an IMO search, what does the placeholder code IMO001 mean?
NOTE: The IMO (Intelligent Medical Objects) search tool enables users to search for a diagnosis condition and automatically pull the full condition text and code into AWARDS. This search is optional functionality that is only available by subscription as a licensed integrated service within AWARDS. If it is currently turned on in your AWARDS database, you will see an "IT" icon to the right of the condition field during diagnoses data entry.
IMO will return a code of "IMO001" when there's a term that's relevant for clinical documentation that doesn't have a corresponding value in a code set or a billable context; in other words, when the fairly specific criteria laid out by the ICD, LOINC, or CPT code are not met. Terms that have clinical documentation, but not billing value generally also have a SNOMED code attached, because it's a more descriptive code set, but one also not typically used for billing.
Why doesn't anything happen when I click the test tube or infobutton icons on the tests index?
In both cases the information displayed when clicking one of these icons opens in a second window on top of AWARDS. If you have a pop-up blocker turned on in your browser, it may impact your ability to see secondary windows like these. To resolve the problem, adjust the pop-up blocker settings in your browser.
Why don't I see the test tube icon for any records in the diagnostic tests index?
The test tube icon is only displayed on the diagnostic tests index for a record when all of the following are true:
Your agency subscribes to the optional E-Labs component of the Laboratory Orders feature.
You have been granted permission by Foothold Technology to use the E-Labs functionality.
The diagnostic test in question was submitted via the Laboratory Orders feature using the E-Labs platform, and results have been received for that test
Enhancement Request Forms 
Several aspects of the Diagnostic Tests functionality are configurable. If you are interested in learning more about available configuration options and/or would like to move ahead with configuration itself, download the following request form, complete the "Diagnostic Tests" portion, and then submit the form to requests@footholdtechnology.com.
Medical Module - Implementation Requests Form
Service Agreements 