November/December 2021

The following new features, enhancements, and updates will be available in your AWARDS database beginning on Wednesday, December 1st!  Once you've had a chance to try  them out, please let us know how they work for you!  We welcome your feedback!




BillingBuilder - New Default Rendering/Attending Providers Feature

Updates have been made in order to allow agencies to maintain a history  of default rendering/attending provider data within the Program Billing Info component of the BillingBuilder. Prior to this update, only one provider name was retained and was applied to invoices generated, regardless of the date of service. This update allows AWARDS to always report the correct NPI based on the date of service being invoiced.

This enhancement includes a new Default Rendering/Attending Providers feature, accessible via Program Billing Info, where the "Default Rendering/Attending Provider Info for Program" section displays in read-only during the data entry process. Once the data entry page is saved, a new Update Default Rendering/Attending Provider Info button displays on the confirmation page, and that button will enable users to access the new index. Each Default Rendering/Attending Provider record contains the following fields: First Name, Last Name, NPI, Taxonomy Code, Secondary ID, Secondary ID (837 ID Qualifier), Effective Date, Expires Date. Only one provider record can be in effect at a time per program/payer combination. Users can add, edit, view and delete records on the index, as needed.


Face Sheet - Vital Signs Display Enhancement

Previously, the Face Sheet showed only two kinds of Vital Signs records - Baseline and Most Recent - with each row displaying all Vital Signs that were gathered during the most recent data entry process even if not all of the vital signs were recorded at that time. With this enhancement, the Face Sheet will now always display the most recently recorded Vital Signs from each Vital Sign category, regardless of when it was recorded. A creation date and time stamp will display next to each vital sign.


FormBuilder - New "Dynamic Section Report Format" Field Type

We are very excited to introduce a new field type for use in FormBuilder forms - Dynamic Section Report Format - which is designed to not only meet needs expressed by many of our customers, but to also add an incredible new dimension of flexibility to the FormBuilder more generally.  Using this field type, saved report formats can be designed specifically for embedding in forms in the following AWARDS locations:

  • Admission  as embedded form for Single-Step programs

  • Charting Timetable -  listed as a charting event under Services-Individual

  • Discharge  as a link on the Discharge fly-out

  • Discharge - as a link on the Process Discharge menu

  • Discharge  to be included on the Process Discharge form

  • Employment  as a link of the Jobs fly-out

  • Intake/Admission - as a linked form on Intake/Admission form

  • Medical  as a link on the Medical fly-out

  • Medical  to be included on the Provider Appointment form

  • Profile - as a link at the top of client Face Sheets

  • Program Status -  to be included on the Program Status form

  • Progress Notes -  to be included on the progress notes form

  • Services  as a link on the Services -Individual fly-out

  • Services to be included on the Service Plan Coversheet

Feature Highlights - Examples, Use Cases, and What Makes This Feature Different...

Many of the ReportBuilders available for use in this feature cover data sets that have until now been available as dynamic sections in formbuilder forms; however, dynamic sections included in FormBuilder forms typically display all records with a certain set of fields made available and in a prescribed order and format. This new option allows you much greater flexibility in what data you display in the form and how you display it, as you have access to all the same filters, sorting, grouping, footer options and even summary tables that you can configure in ReportBuilders.

Additionally, some ReportBuilders now available with this new feature were not previously available as a dynamic section such as Client Identifiers, Client File Cabinet, Medication Administration, Medication Scheduled Times, Transportation, Cascading Authorizations, and more.

The use cases of including a report of records in a form for the client with this new feature are endless. Examples of requests we have received that can now be met include:

 

  • Display entitlements filtered for a particular insurer or display subscriber or copay information

  • Display certain types of lab orders or diagnostic test results within the last 30 days

  • Display self-administering medications or specific types of medications sorted by frequency

  • Display medication pharmacy orders

  • Display hospitalization episodes of ER treatment within the last 6 months

  • Display information for only certain types of contacts for the client

  • Display past provider appointments

  • Display consent information for a client’s providers

Future enhancements to this feature will extend the ReportBuilder options to include ReportBuilders with client and program-based records such as Service Contacts and will allow for filtering records based on dynamic data that is particular to the client’s program stay or form- such as specific dates that would differ per form.  

Using This Feature - How to Add a Field of this Type to New and Existing Forms

To add a field of this type to a new or existing form in one of the locations listed above, use the FormBuilder's configuration tool along with the Dynamic Section Report Format field type.  When that field type is selected a configuration "wizard" is displayed on the page, prompting you to select the relevant ReportBuilder and then to configure the report format, telling AWARDS the specific details you want to have displayed dynamically on the form.  

As you design form fields of this type, and as you later work with forms containing dynamic section report formats, keep in mind that:

  • ReportBuilder filters are your friends!  Check out the Examples and Use Cases provided above for some specifics of types of reports and the specific data you might filter on.

  • When working with or viewing a form the information displayed in Dynamic section report format fields is always current based on the dynamic section's filtering/report rules.  That content is only locked (and "snapshotted") in the event the form is e-signed (if applicable).  In other words, if I complete but do not e-sign a form and then later re-open that form, the dynamic section report format fields will show data as of NOW, not as when the form was initially filled out.

  • Once a report format is connected to a field of this type it can be edited or deleted entirely and replaced with a different report format.  If changes are made in this way they will be reflected in all instances of the form that have not already been e-signed (if applicable) once the form is opened/viewed.

  • Dynamic section report format fields are NOT available for inclusion in reports such as the FormBuilder ReportBuilder.


Incidents - Internal Audit Messages Enhancement

Program Name is now included in the subject line of internal audit messages sent out when new incidents are created.

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