Calendar

The AWARDS Calendar functionality provides users with a comprehensive scheduling system for staff, client, program, and provider appointments and events that is linked with other parts of the application.  


Required Permissions 

The Calendar feature is available to all AWARDS users with employee logins (except those whose access is limited by the "Restrict to Aggregate Data View" permission); however, which specific calendars are available within the tool for viewing and data entry is based on the following permission:

  • Program Chart Access (required to view/schedule appointments for a specific program or client)

In addition, which specific types of appointments/events can be scheduled on available calendars takes into consideration these permissions as well:

  • Display Any Chart Records Buttons (required to schedule appointments in client records; for example, provider appointments, chart events, etc.)
  • Display Chart Records Employment Button (required to schedule job interviews)
  • Display Chart Records Intake Button (required to schedule referral interviews in multi-step intake programs)
  • Display Chart Records Medical Button - OR - Display Chart Records Profile Button (required to schedule provider appointments) 
  • Display chart Records Services - Group Button (required to record group notes or activity attendance from group activity calendar events)
  • Display Chart Records Services - Individual Button (required to schedule chart events or program appointments and to record progress notes from program appointments)
  • Referrals Data Entry (required to schedule referral interviews in multi-step intake programs)
  • Staff Training Data Entry (required to schedule staff trainings)


Click-by-Click Instructions 

Viewing the Calendar - Learn how to view the Calendar and navigate through it using the wide variety of available viewing options.

Scheduling an Appointment/Event - Learn how to schedule a new appointment/event using the Calendar.

Making Changes to an Appointment/Event - Learn how to reschedule, remove, or otherwise change an existing appointment/event.

Using the Calendar Events ReportBuilder - Learn how to generate customized reports of calendar appointment/event information.


A Closer Look @ Viewing Options 

Viewing the Calendar - Learn how to use each of the available viewing configuration options.


Frequently Asked Questions 

Calendar Frequently Asked Questions


Training Films & Demonstrations 

Calendar: Navigation Basics (6 mins)

Calendar: Scheduling Program Appointments (4 mins)

Calendar: Writing a Progress Note From Calendar (3 mins)

Calendar: Writing a Group Note From Calendar (5 mins)

Calendar: Creating and Managing Saved Views (3 mins)

Calendar: Adjusting User Settings (2 mins) 

iKnow: Calendar (1 hr) - March 2023

 

Calendar: Scheduling a Charting Event (5 mins)

New Calendar - Features Sneak Peek (3 mins) - This short video showcases some of the features you'll see on the new Calendar. 

New Calendar - Features & Navigation Demonstration (20 mins) - A look at the basics of navigating in the new Calendar, adding new events, and working with existing ones.

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