1. AWARDS
  2. What's New in AWARDS?
  3. 2021 Release Notes

February 2021

Updated

The following new features, enhancements, and updates will be available in your AWARDS database beginning on February 24th, 2021. 

February 2021 Enhancements (48 min)



Calendar - New Display and Field Options 

We're excited to release another round of Calendar enhancements this month, based on your feedback!

  • Program Appointment Previews - Program appointments on the Client History Report now include a link to a preview page, which opens in a new window.  A preview icon has also been added to the program appointment pop-ups on the Calendar, which opens the preview page.

  • Editing Recurring Events - When editing fields in recurring program appointments and staff events, you can now choose whether the updates apply to "this event" or "this and following events."  This allows for more flexibility and an easier workflow when rescheduling events in a series.  (Note that updates to an appointment/event's "status" is exempt from this enhancement, as those edits will always be saved only for the single event being updated.)

  • Recurrence Information Added to Event Pop-ups - When clicking on program appointments and staff events on the Calendar, the event pop-ups now display a new "Recurrence" section, containing any recurrence information associated with the event.  As a result you will no longer need to open the event form in data entry mode to see this information.

  • List Formatting Available for Day, Week, and Month - Previously, the "list" format only allowed for viewing a week of events. Now, whether you have "day," "week," or "month" selected as the viewing time frame, you'll be able to toggle between the calendar format or the list format using new format icons in the top left of the Calendar. 

  • Default Start Time Update - When adding a new program appointment or staff event using the + icon, the "Start Time" is now blank rather than defaulting to the current time. (When adding a new appointment or event by clicking on an hour increment, the "Start Time" will continue to default to the selected hour.) 

  • New Time Picker Tool - The existing clock interface used to select appointment/event times has been changed to allow you to manually enter the time or select time values from corresponding drop-downs. 

  • Calendar Events ReportBuilder Button - Need to jump from the calendar to the Calendar Events ReportBuilder? A new button has been added to the left menu of the Calendar that will allow you to go directly to the ReportBuilder with a single click!

  • New Calendar Events ReportBuilder Data Variables - This ReportBuilder now includes data variables for the inclusion of recurring event information.

  • New "Telehealth" Method - When working with program appointments, "Telehealth" is now available as a selection in the Method drop-down list. 

E-Signatures - "Worker" Selection List Logic Improvement 

Previously the Worker selection list available as part of e-signature settings was populated with members of the "Direct Care Staff" user group and staff assigned the "Include in Direct Care Staff Lists" permission.  To make the content of this list more intuitive, a user's inclusion is now based solely on program chart access to the relevant program.  Note that this enhancement applies to the Worker selection list for e-signatures in the following locations ONLY:

 

File Cabinets - Various Enhancements 

This month, as part of our ongoing efforts to make AWARDS file cabinet functionality more comprehensive and user-friendly, we're introducing the following:

  • All File Cabinets - MP4 file format now accepted - The list of acceptable file formats for the agency, client, and employee file cabinets has been expanded to include MP4 files.  We recommend using caution when uploading files of these types which are typically very large in size, as they have the potential to use up your file cabinet storage space if you have not upgraded it.  (If you are interested in increasing your storage space, please refer to the File Cabinet - Additional Storage Space Information & Pricing Guide.)

  • Client File Cabinet - New "Sharing" Option - When adding or editing a client file cabinet record you will now see a Share File Only with [Program Name] toggle.  In the event that the client whose file cabinet is being worked with is (or has been) enrolled in more than one program, this new option allows you to upload and share a file ONLY with the program through which the file cabinet has been accessed.  To do so, make sure that the toggle is set to "Yes."  If a program has been configured under System Setup > Agency Program Information > Add/Edit Entire Program to use "No Sharing," the sharing toggle will default to "Yes" automatically; otherwise it will default to "No."  To have the default value adjusted for a particular program, please contact the Help Desk. 

  • Client File Cabinet - New ImportTool Allows for Bulk Category Updates - A new Client File Cabinet ImportTool will now allow users to complete bulk updates to the "Client File Name," "Description," and "Category" for existing files.  A new Client File Cabinet Update template will be available for this purpose for those with permission to access the ImportTools  functionality. Please keep in mind that this tool cannot be used to add new files into the file cabinet; it is only intended to make bulk changes to previously uploaded files.

Incidents - Internal Audit Message Enhancement 

Previously users with the "Incident Data Entry Notification" permission who received an internal audit message about an incident had to manually navigate to that incident to view it.  Now those internal audit messages will include a hyperlink to directly access the relevant incident report in AWARDS.

Providers - Search Practice/Agency by Specialty 

Previously the searchable Practice/Agency field available during Providers data entry allowed you to type the first few letters of the name of a practice/agency, automatically displaying relevant results from which you could make a selection.  Now this search has been expanded, allowing you to make a selection not only by name, but by specialty as well.

ReportBuilders - Various Enhancements 

This month as part of our ongoing efforts to make the ReportBuilders across AWARDS (and their equivalent ExportBuilders) more comprehensive and user-friendly, we're introducing the following:

  • All ReportBuilders - Description Field for Saved Formats - When saving a report or export format users will now have the ability to record a description along with the format's title.  At present any descriptions entered using this new field will be for reference purposes in the individual ReportBuilder or ExportBuilder only; however, in the future this data will be a valuable component of the highly anticipated Saved Report Format ReportBuilder to be made available in a future product release.

  • Demographics ReportBuilder - Adjustment to "Last Contact Date" Data Variable - The types of contacts used to determine the "Last Contact Date" have been expanded to include records from group activities, reception desk (either program log book or program attendance), and transportation (when the client is marked as a transported passenger for a ride).  This expansion is intended to reflect a more accurate data of last contact for the client.  Important note for agencies set to use the auto-discharge feature:  Because "Last Contact Date" is used as a determining factor for this functionality, this enhancement will increase the accuracy of the clients being discharged.

  • Demographics ReportBuilder - New "Intake/Admission Processed by" and "Discharge Processed by" Data Variables - Two new sections of data variables are now available for the Demographics ReportBuilder, enabling the inclusion of data about workers who admitted and/or discharged a client, respectively.

  • Diagnosis ReportBuilder - New "Diagnosed by" and "Created by" Data Variables - Two new sections of data variables are now available for the Diagnosis ReportBuilder, enabling the inclusion of data about workers who diagnosed and/or created the diagnosis record for a client, respectively.

  • FormBuilder ReportBuilder - New "Created by Information" Data Variables - A new section of data variables is now available for the FormBuilder ReportBuilder, enabling the inclusion of data about workers who created and completed each form for a client.

  • Household Program Enrollments ReportBuilder - Data Part Data Variable Changes - When run for "One Row per Global Household Member" or "One Row per Household Program Enrollment," this ReportBuilder had been incorrectly offering "Date Part" data variables relating to admission and discharge dates.  As a result, reports were reporting blanks when these variables were included.  These incorrect/not-applicable data variables have been removed and will no longer be available moving forward; however, if you have saved report formats for this ReportBuilder, please be aware of this change.  You may need to rework saved formats that included admission and discharge dates to instead be saved for "Display One Row per Household Member Program Enrollment."

  • Reachout ReportBuilder - NEW! - Available to agencies utilizing our optional reachout functionality.  Can be used to generate customized reports of basic client demographics along with detailed reachout record information.

  • Various ReportBuilders - Employee Information Data Variables Added - A variety of new data variables have been added to the Diagnoses, FormBuilder, and Demographics ReportBuilders to provide additional detail related to the employees who have worked with related records and/or data, and most notably will allow for exports which include the Employee ID.  The full scope of available data variables is based on those included in the Employee ReportBuilder.  If you don't have access to that ReportBuilder, your options will be limited accordingly.

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