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AWARDS Reports & Forms

Reports

 Report Name Location in AWARDS Notes Date Updated
Chart EventsCharts>Services> [CHANGE DATABASE TO REPORTS] [SELECT] Charting Timetable>Charting Events Report Builder>[SELECT] Select Saves Report FormatChart Events pre-formatted reports sorted by Consumer Name, Due Date or Event  03/10/2016
 Discharge Note StatusChart>Outcomes>FormBuilder ReportBuilder> [Select Program]: "All License Programs or Program Name" >[Select] FORM: "Additional Discharge Info">[Select] Form Date Range:>[Select a saved report format:] "Discharge Note Status".Discharge Note Status sorted by program, resident name, and discharge date. This report indicates discharge notes incomplete. 08/04/2015
 Entitlements Summary ReportCharts>Entitlements>[CHANGE DATABASE TO REPORTS] [SELECT] Certified Entitlements [SELECT] Entitlements Reportbuilder [SELECT] Select Saved Report Format Entitlements listed by type and amount grouped by client 07/25/2015
 Medical Appointment Review ReportCharts>Medical>[CHANGE DATABASE TO REPORTS] [SELECT] Medical Appointment Form [SELECT] Select Saved Report FormatMedical Appointments summary grouped by primary worker. 07/14/2015
Medicaid Services Report

 Administration>Report Menu  05/01/2015
Progress Note Report

Charts>Services>[CHANGE DATABASE TO REPORTS] [SELECT] Progress Notes   05/01/2015
Resident Quick Reference Report

Census>Profile>ReportBuilders>Demographics ReportBuilder    05/01/2015
UCR EventsCharts>Services>[CHANGE DATABASE TO REPORTS] [SELECT] Charting Events Report Builder>[SELECT] Select Saves Report FormatUCR Chart Events pre-formatted reports sorted by Consumer Name, Due Date or Event05/01/2015

Managers Monthly Reports
 Report Name Location in AWARDS Notes
 Charting Events - Audit 
 Charts>Services>[CHANGE DATABASE TO REPORTS] [SELECT] Charting Time Table>[SELECT]

Select date range (1 year prior and 1 year forward)

Click drop down box of each individual charting events to be audited

Audit Report for Selected Chart Event for Entire Program

 RM/ARM runs quarterly Audit report of each Chart event. This will capture any events that were missed, not entered, or past due. Review with staff any missing events.
*Utilization review and physician Authorization should be run monthly. Date range will be one year forward.  08/15/2017
 Chart Events - Report

Charts>Services> [CHANGE DATABASE TO REPORTS] [SELECT] Charting Timetable>Charting Events

Select date range (1 month prior and

1 month forward.)

Report Builder>[SELECT] Saved Report Format 

RM/ARM runs monthly report of all Chart Events. This will show incomplete events from previous month, and upcoming events due. Provide copies to staff. 
08/15/2017
 Chart Events - UCR

(1 month prior and

1 month forward.)

Charts>Services>[CHANGE DATABASE TO REPORTS] SELECT] Charting Timetable>Charting Events

Select date range (1 month prior and 1 month forward.)

Report Builder> [SELECT] Saved Report Format 

 RM/ARM runs monthly UCR chart events report to capture SP, SPR, MD authorization, UR, Initial UR that are due for upcoming month. UR and Initial UR require manual input; all others are AWARDS generated. Provide copies to staff. 
08/15/2017
 Entitlement Summary Report

Charts>Entitlements>[CHANGE DATABASE TO REPORTS] [SELECT] Certified Entitlements>Entitlements Report builder [SELECT] Saved Report Format 

Periodically run.  
08/15/2017
 Hospitalization Report
 Charts>Hospital> [CHANGE DATABASE TO REPORTS] [SELECT]

Drop down box “date range”

Enter Date range of prior month

[SELECT] Episodes

RM/ARM runs a report from previous month to confirm all admissions/ discharges to hospital/ER were entered into consumer profile face sheet. Compare report to Medicaid service report to ensure accuracy. 
08/15/2017
 

Physician Authorization

 

Census>Profile>Face sheet [SELECT] Consumer Name [SELECT] Update Support Services

 Enter any new Physician Authorizations before 5th of each month.
08/15/2017
 

Resident Basic Information

 

Census>Profile>ReportBuilders>Demographics Report Builder [SELECT] Saved Report Format

 Review after each new admission/ discharge.
08/15/2017
 

Treatment Team Meeting Report

Charts>Services>[CHANGE DATABASE TO REPORTS] [SELECT] Progress Notes [SELECT]Treatment Team Notes Only


 RM/ARM runs report to ensure provider contacts are completed every two months.
08/15/2017
 Medicaid Service Report Administration>Report MenuRM/ARM reviews report prior to the 3rd of the month.   Identify/correct errors, print, staff initial, and file. 
08/15/2017
 Medical Appointment Review

Charts>Medical> [CHANGE DATABASE TO REPORTS] [SELECT] Medical Appointment Form [SELECT] Saved Report Format 

RM/ARM runs Medical Appointment report from previous month to ensure all results of doctor visits are documented, and any that were cancelled are rescheduled. 
08/15/2017

Forms
 Form Name Location in AWARDS Notes Date Updated
Medical Appointment

Charts>Medical>Medical Appointment Form  05/01/2015
Resident Medical Information - STEL 6

 Census>Profile>Face Sheet   05/01/2015
 Agency Admission Date Census>Profile>Face Sheet  05/14/2015
 Intra-Agency Transfer Form Census>Discharge>Intra-Agency Transfer Form  07/30/2015

QA Reports
 Report Name  Location in AWARDS Notes Date Updated
STEL QA Licensed Housing 
Census>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder

  01/26/2017

STEL QA Licensed Housing "ADMISSION" Report

Census>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder   01/26/2017
 

STEL QA Licensed Housing "Discharge" Report

Census>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder   01/26/2017

STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT COMMUNITY INTERGRATION SERVICES" Report

 Census>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder 01/26/2017 
 STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT DAILY LIVING SKILLS" ReportCensus>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder 01/26/2017 
  STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT HEALTH SERVICES" ReportCensus>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder  01/26/2017
   STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT MEDICATION MANAGEMENT TRAINING SERVICES" ReportCensus>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder 01/26/2017 
   STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT SOCIALIZATION SERVICES" ReportCensus>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder  01/26/2017
  STEL QA Licensed Housing "FUNCTIONAL ASSESSMENT SYMPTOM MANAGEMENT SERVICES" Report Census>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder 01/26/2017
   STEL QA Licensed Housing "IN PROGRAM" ReportCensus>Profile>All Licensed Housing Programs>ReportBuilders>Demographic ReportBuilder  01/26/2017

Care Management Services Reports

Care Management Service Contacts Audit

Charts>Services>[CHANGE DATABASE TO REPORTS] [SELECT] >Service Contacts ReportBuilder>[CHANGE OPTIONS] [SELECT] Select a saved report format>Care Management Services Contacts Audit  04/04/2017
 CMART V3 Interventions.txt   Administration>Report Menu>Service Contact ReportBuilder>Provide Export Options>CMART v3 INTERVENTIONS.TXT Dates should all be set to current quarter. 04/25/2017
 CMART V3 PlansofCare.txt Administration>Report Menu>Chart Event ReportBuilder>Export Options>CMART v3 PLANS_OF_CARE.TXTDates should all be set to current quarter. 04/25/2017
CMART V3 Assessments.txtAdministration>Report Menu>FormBuilder ReportBuilder>HHUNY Comprehensive Assessment (Services)>Provide Export Options>HH-ASSESSMENT Dates should all be set to current quarter. 04/25/2017