Defined Lists allows administrative users to enter and maintain drop-down lists within the application. This allows the selections within the list to better meet the organization's needs. The list below includes the thirty-two core Defined Lists currently in version 3.18. Please note that if a billing or state-specific Acorn is installed, there may be additional custome Define Lists for your agency. Each is listed below with a short description. Screen captures for the first few lists are included to highlight information in the gray header area.
1. Client Contact Roles - This populated the values in the Clients > Contact Info > (Edit) Contacts > Role drop-down box in the Roles/Relationship grid. that has the option to assign Contact Roles to each Contact entered.
- Roles and Relationships are determined by the Agency and stored in the Client Contact Roles Defined List.
- Entering Roles and Relationships requires a Code and Description. Click on SAVE to record the entry.
- Stored in table dbo.ClientContactRoleDefinitions
- See the image below for a sample Client Contact Roles Defined List.
2. Document Categories - This category is selected when uploading a file on a Client's Documents page. The permissions for these categories are granted in Configuration>Staff/Users>User Groups.
- To add a category, click on the Name field.
- Enter the information up to 20 characters maximum.
- Click on the blue, enabled SAVE.
- Stored in table dbo.DocumentCategories.
3. Employment Status - Contains values for Client Profile Employment Status.
- Click on Code and enter value up to 6 characters maximum length.
- Click on Description and enter information up to 100 characters maximum length.
- Click on the blue, enabled SAVE.
- Stored in table dbo.EmploymentStatus.
4. Enrollment Admission Reasons - Contains reasons for admissions.
- Entered on the Client Enrollment tab.
- Code - may be up to 10 characters maximum length.
- Description - may be up to 30 characters maximum length.
- Stored in table dbo.AdmitReasons
5. Enrollment Discharge Reasons - Contains the reasons for discharge.
- Entered on the Client Enrollment tab.
- Code - may be up to 10 characters maximum length.
- Description - may be up to 30 characters maximum length.
- Stored in table dbo.DischargeReasons.
6. Episode Categories - Agency defined Episode Categories.
- Entered in Clients > Episodes > Category field.
- Description may be up to 50-characters maximum length.
- Episode Categories were introduced to manage multiple open Episodes for a Client. A Client can have multiple open Episodes at one time with the restriction of only one open Episode per Episode Category.
- Any existing Episodes prior to upgrade are assigned the default Category of Standard.
- The default Category description may be renamed if desired.
- Stored in table dbo.EpisodeCategories.
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7. Episode Discharge Reasons - Contains the agency defined values for a Client's Episode Discharge Reason.
- Entere in Clients > Episodes > End Reason field.
- Code - may be up 10 characters maximum lenght.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.EpisodeDischargeReasons
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8. Episode Status - Contains values for the status.
- Entered on the Client Episode tab.
- Code - may be up to 10 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.EpisodeStatus.
9. Event Resources Types - Contains resources used for event scheduling.
- Entered on the add Event screen, navigate to Vantage Point>Clinical Home>Scheduler.
- Name may be up to 50 characters maximum length.
- Stored in table dbo.EventResourceTypes.
10. Form Unlock Reasons - Contains reasons for unlocking a form.
- This drop-down list will display when a user selects the Unlock Form button on a signable form, typically from the VHR Timeline.
- Code - may be up to 25 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.UnlockReasons.
11. Gender Identitites - Contains values for Client Gender Identities.
- Entered in Clients > Profile > Gender Identity field.
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.GenderIdentities.
12. Income Sources - Contains values for the income source.
- Entered in Clients > Profile > Income Source field.
- Code - may be up to 25 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.IncomeSources.
13. Legal Status - Contains values for the Legal Status.
- Entered in Clients > Profile > Legal Status field.
- Code - may be up to 5 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.LegalStatus.
14. Levels of Care - Contains values for Enrollment Levels of Care drop-down listing.
- Entered in Clients > Enrollments > Levels of Care field.
- Code - may be up to 10 characters maximum length.
- Description - may be up to 30 characters maximum length.
- Stored in table dbo.LevelsofCare.
15. Living Arrangements - Contains values for the living arrangement field.
- Entered in the Clients > Household > Living Arrangment field.
- Code - may be up to 5 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.LivingArrangements.
16. Marital Status - Contains values for the marital status field.
- Entered on the Client Profile tab.
- Code - may be up to 15 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.MaritalStatus.
17. Message Subjects - Contains the subjects which Clients may choose from when sending a message within the Client Portal.
- Used when clients send a message from the client portal.
- Subject - may be up to 200 characters maximum length.
- Stored in table dbo.MessageSubjects.
18. Payer Categories - Contains the available categories for Payers.
- Entered in Configuration > Services/Payers > Payers > Profile > Category field.
- Code - may be up to 50 characters maximum length.
- Description - may be up to 255 characters maximum length.
- Stored in table dbo.PayerCategories.
19. Payment Locations - Contains values for Client Payment Locations.
- Entered in Clients > Account in the Payment Location field when adding a Client Payment.
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.PaymentLocations.
20. Places of Service - Contains value for Places of Service. Prior to version 3.18 these values were stored in the code and not accessible through the UI.
- Accessed in Configuration > Services/Payers > Payers > POS Mappings > Payer Place of Service, the drop-down list is populated with these values.
- Code - may be up to 2 characters maximum length.
- Description - may be up to 255 characters maximum length.
- Stored in table dbo.PlaceOfService.
21. Referral Types - Contains the referral types for Wait List requests.
- Entered in Placements > Wait List.
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.ReferralTypes.
22. Religious Preferences - Contains values for Client Religious Preferences.
- Entered in Clients > Profile > Religious Preferences field.
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.ReligiousPreferences.
23. Removal Reasons - Contains the reasons for removal from the Wait List.
- Entered in Placements>Wait List
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.RemovalReasons.
24. Sexual Orientations - Contains the values for Client Sexual Orientations.
- Entered in Clients > Profile > Sexual Orientations field.
- Description - may be up to 200 characteres maximum length.
- Stored in table dbo.SexualOrientations.
25. Space Characteristics - Contains the types of characteristics a space may have.
- Accessed when adding or editing Occupancy found in Placements > Occupancy.
- Description - may be up to 200 characters maximum length.
- Stored in table dbo.SpaceCharacteristics.
26. Staff Credentials - Contains the types of credentials which staff may have.
- Entered in Configuration > Staff/Users > Staff > Credentials.
- Credentials - may be up to 10 characters maximum length.
- Description - may be up to 30 characters maximum length.
- Type - There are three types available to assign:
- C - Certification
- D - Degree
- L - License
- Stored in table dbo.Credentials.
27. Staff Roles - Labels staff roles of an Episode staff.
- Entered in Clients > Episodes > Staff Role column of the Staff grid.
- Description - may be up to 255 characters maximum length.
- Stored in table dbo.StaffRoles.
28. Staff Schedule Categories - contains the values for Staff Scheduler Categories. The Staff Schedule Category is an available filter in the Scheduler's Search for Next Available feature.
- Entered when adding a Staff's schedule in Configuration > Staff/Users > Staff Schedules.
- Code - may be up to 15 characters maximum.
- Description - may be up to 100 characters maximum.
- Stored in table dbo.StaffScheduleCategories.
29. Staff Skills/Characteristics - Contains list of staff skills or characteristics.
- Entered in Configuration>Staff/Users>Staff>Credentials.
- Name - may be up to 30 characters maximum length.
- Stored in table dbo.Characteristics.
30. Staff Time Categories - Contains the available categories for staff time events.
- Description is the only requirement to create the Staff Time Category.
- Maximum length is 255 characters.
- Stored in table dbo.StaffTimeCategories.
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- These categories populate the drop-down list of the required Reason field when scheduling a Staff Time Even in the Fiscal Overview>Clinical Home>Scheduler
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31. State Reporting Ethnicities - Contains the state reporting ethnicities.
- Entered in Clients > Profile > Ethnicity (State) field.
- Code - may be up to 2 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.StateReportingEthnicities.
32. Veteran Status - Contains values for Veteran Status.
- Entered in Clients > Profile > Veteran Status field.
- Code - may be up to 5 characters maximum length.
- Description - may be up to 100 characters maximum length.
- Stored in table dbo.VeteranStatus.