The following new features, enhancements, and updates will be available in your AWARDS database beginning on Wednesday, April 6th.
April 2022 Enhancements (58 min)
BillingBuilder - Authorization Credentials Effective Date Range Update
BillingBuilder logic has been enhanced to reference Authorization Credential effective date ranges when generating invoices. To support this functionality, a new field has been added to the Authorization Credentials section of the HR > Staff Info > Credentials tab titled “Credential Effective Date.” If you’d like this turned on for your agency, please contact the Help Desk.
Additionally, we have created a new option that prevents the Staff member from having multiple credentials effective for the same date range. Lastly, we have added the Credential Effective Date fields per-credential to the Employee ReportBuilder and also to the Employee Import Tool.
Within the BillingBuilder procedure setup, if the Procedure setting “Staff Credentials Required” is set to Yes, the system will check if the date of service falls within one or more Authorization Credential effective date ranges that is active for billing and an invoice will be generated for each of these credentials.
Household Composition - Relationship to Head of Household
Great news! When adding a new member to a household, the “Relationship to the Head of Household” field has been added to the Household Search Results page, after Date of Birth and Gender. Note: this is a required field for HMIS programs. For other programs, it is not required, but it will save you the extra clicks of going into the “Update Relationships” icon for these household members.
InSights and DataStudio - New Table for Referral Rejection Reasons
A new dimension table for referral rejection reasons has been added to DataStudio and InSights. The table allows users to filter by the referral rejection reasons in their database.
Intake/Admission - Require Program Status
Programs that use the Program Status module and collect a program status when admitting a client can now have the Program Status field configured to be required on the Single and Multi-Step intake/admission forms. This new configuration can be requested through the AWARDS Help Desk.
Progress Notes - No E-Signing Before End Time
E-signing links will no longer be available until after the Progress Note End Time has passed. Users will see “Signing is Unavailable Before Progress Note End Time,” instead of the “Click to Sign” links whenever the progress note’s End Time has a set future time. Once the End Time has passed, the “Click to Sign” link will display and the note can be e-signed as expected.
Reception Desk ReportBuilder - New Field Option for "Visit Time Type"
“Visit Time Type” has been added as a data variable within the “Reception Desk Information” section of the Reception Desk ReportBuilder Options. This new field will dynamically display a “Daytime”, “Evening”, or “Social” value based on the date and time entered by the Reception Desk, according to following criteria:
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Daytime - Weekdays between 9:00 AM - 5:00 PM
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Evening - Weekdays before 9:00 AM or after 5:00 PM
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Social - Weekends and Holidays
The following holidays will show as "Social":
- New Years Day
- Martin Luther King Day
- Presidents Day
- Memorial Day
- Independence Day
- Labor Day
- Veterans Day
- Columbus Day
- Thanksgiving
- Christmas
Note: The code will ALSO detect the “observed day” when applicable. For example, if the day falls on a Saturday, it will be observed on the previous Friday, and if it falls on a Sunday, it will be observed on the next day - Monday.
ReportBuilder - Current User Filter
We are excited to tell you about a new and incredibly powerful feature now available in ReportBuilders - the “Current User” filter. Do you find that when you save report formats for staff to run, you need to create multiple versions of it so that individual users can run the report for their data only? With the new “Current User” filter, you will no longer need to take these extra steps! Users with permission to create saved ReportBuilder formats for other users will now be able to set saved report filters that limit records to the logged-in user, which means any time a user runs that one saved report, it will display their data only!
Throughout ReportBuilders, there are various fields that are “Employee ID” fields, and now many have been added for use with this new feature. These include Primary Worker ID, Worker ID, AWARDS Employee ID, and Work Supervisor ID. By including an Employee ID field as a filter and setting the “Filter Equals” criteria to “=UserID”, AWARDS will replace the User ID with that of the user running the report. This will filter the report on records for which they are the employee for that data field.
The possibilities around this new feature are exciting! For example, if used in the Charting Events ReportBuilder on the Worker ID field, any users who run the same saved report format will only see their assigned charting events when they run that report. Similarly, if saved Plans and Reviews or Progress Notes ReportBuilder formats use this filter when run for One Row Per Signature Action, using the Signer ID field, each user who runs the report will only see records that require their signature. There are a seemingly endless number of exciting possibilities with this new feature!
To help you get started with figuring out how to harness this powerful tool, we will be distributing a handful of sample report formats in various ReportBuilders that will be available for immediate use within your agency database. We will also be adding helpful information to the Resource Center over time to share guidance and suggestions for how to best tap into the full power of this new feature. We can’t wait to hear how you choose to use it!