AWARDS Reports & Forms

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Reports

Report Name	Location in AWARDS	Notes	Date Updated
Chart Events	Reports>[SEARCH] Charting Events Report Builder>[SELECT] Select Saves Report Format	Chart Events pre-formatted reports sorted by Consumer Name, Due Date or Event	07/11/2018
Discharge Note Status	Reports>[SEARCH]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.	07/11/2018
Entitlements Summary Report	Reports>[SEARCH] Entitlements Reportbuilder [SELECT] Select Saved Report Format	Entitlements listed by type and amount grouped by client	07/11/2018
Medical Appointment Review Report	Reports>[SEARCH] Medical Appointment ReportBuilder [SELECT] Select Saved Report Format	Medical Appointments summary grouped by primary worker.	07/11/2018
Medicaid Services Report	Reports>[SEARCH] Medicaid Services Report		07/11/2018
Progress Note Report	Reports>[SEARCH]Progress Notes Report		07/11/2018
Resident Quick Reference Report	Reports>[SEARCH]Demographics ReportBuilder		07/11/2018
UCR Events	Reports>[SEARCH]Charting Events Report Builder>[SELECT] Select Saves Report Format	UCR Chart Events pre-formatted reports sorted by Consumer Name, Due Date or Event	07/11/2018

Managers Monthly Reports

Report Name

Location in AWARDS

Notes

Charting Events - Audit

Reports>[SEARCH] Charting Time Table Report>[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.

07/11/2018

Chart Events - Report

Reports>[SEARCH] Charting Events Report Builder>

Select date range (1 month prior and

1 month forward.)

[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.
07/11/2018

Chart Events - UCR

(1 month prior and

1 month forward.)

Reports>[SEARCH] Charting Events Report Builder>

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

[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.
07/11/2018

Entitlement Summary Report

Reports>[SEARCH] Entitlements Report builder [SELECT] Saved Report Format

Periodically run.
07/11/2018

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.
07/11/2018

Physician Authorization

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

Enter any new Physician Authorizations before 5^th of each month.
07/11/2018

Resident Basic Information

Reports>[SEARCH]Demographics ReportBuilder [SELECT] Saved Report Format

Review after each new admission/ discharge.
07/11/2018

Treatment Team Meeting Report

Reports>[SEARCH] Progress Notes Report [SELECT]Treatment Team Notes Only

RM/ARM runs report to ensure provider contacts are completed every two months.
07/11/2018

Medicaid Service Report

Reports>[SEARCH] Medicaid Services Report

RM/ARM reviews report prior to the 3^rd of the month. Identify/correct errors, print, staff initial, and file.
07/11/2018

Medical Appointment Review

Reports>[SEARCH] Medical Appointment ReportBuilder [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.
07/11/2018

Forms

Form Name	Location in AWARDS	Notes	Date Updated
Medical Appointment	Charts>Medical>Provider Appointments		07/11/2018
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