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Standard myAvatar widgets

Widgets display a snapshot of current data in myAvatar (or from a website) in 'windows' that can be configured for your system. Widgets usually have a button or hyperlink to open the corresponding form in myAvatar and view details and update the data if needed.

Data in myAvatar can be episodic (related to a specific program of care) or non-episodic (general to the client). To view the data in a widget, first select the client in the Client & Staff widget, then select the episode of care.

myAvatar comes standard with a number of available widgets that can be assigned to your Home View, myDay, or Chart View.

System administrators use these forms to create custom widgets:


Standard myAvatar widgets

The following are examples of standard myAvatar widgets:

► Console

My Calendar
Work with appointments added through Appointment Scheduling forms.

Coming In Today
Display clients who have appointments scheduled for the day.

Console Widget Viewer
Displays the most recent 30 contacts, or follow-up records by guarantor for a client.

► Configured Chart

Follow-up Entry 
Displays the most recent 30 contacts, or follow-up records by guarantor for a client.

Internal Referrals
Displays internal referrals for clients.

Service History
Displays the most recent 30 services entered for a specific client.

► Client and Staff

Forms & Data
Search for and navigate myAvatar forms. Add forms to a list of favorites.

Client & Staff
Search for and navigate clients.

► System Management

Did you know?
Displays new myAvatar enhancements, important changes to myAvatar applications, and facts that help you work faster and more efficiently.
This information will be generated by Netsmart.

Message Center
Display messages that can be used for any purpose, and can be set up by your facility.
Messages entered in the Send Message to All Terminals form display.

Caché Console Log
Displays Caché console log messages.

Free Space By Database/Month
Displays the Cache database size that is currently used, currently free, and free in volume, per month.

Caché Integrity Log
Displays the integrity of Caché databases. An integrity check file must have been created in the past 30 days.

License Usage By User
Displays a breakout of Caché license use by user ID.

Caché Processes
Displays active Caché processes.

Status of Systems
Displays Caché system use. An integrity check file must have been created in the past 30 days.

Database File Size
Graphical view of the size of each database in use.

KIOSK Dashboard
Displays primary insurance regardless of having more than one guarantor when checking in.

► Bed Management

Bed Status
Graphical view of current residential population including unoccupied beds.

Hospital DSO
Graphical view of days sales outstanding.

Licensed Bed Occupancy
Graphical view of percent of occupied license beds.

Length of Stay
Graphical view of the average bed stay duration, for the current and previous months.

Length of Stay Trend
Graphical view of the average bed stay duration, by month.

Meaningful Use Monitor
Graphical view of the percentage of meaningful use indices per month, and for the year to date.

Meaningful Use Monitor 2
Graphical view of 6 month percentage trend of MU compliance.

Monthly Bed Days
Graphical view of the inpatient days per 1000 for the month.

Monthly Visits
Graphical view of the number of visits per month.
Service codes are defined as a visit in the Service Codes form.

Medical Note
Displays Medical Note module as a point of view.

► Bed Board

Bed Board - Console View (Add-On Module)
Graphical view of who's assigned to rooms and beds.

► Billing

Payor Mix
Graphical view of monies received by payors.

Accounts Receivable Console
Provides a more efficient and streamlined process to follow up on AR and denials, write follow-up notes, and re-submit claims.

Aging Summary
Graphical view total of Aging Summary.

Aging Summary – Stacked View
Graphical view of remaining liability, by financial class and aging category.

Aging Summary – Stacked View Percentages
Graphical view of percentage of outstanding liability, by financial class and aging category.

Aging Medicare
Displays a graphical view of percentage of outstanding liability for Medicare payors.

Aging Summary widgets
Horizontal bar graphs displaying the remaining liability for a financial class.

Aging Summary Percentages
Displays a graphical view of percentage of outstanding liability, by financial class and aging category.

Aging Summary Totals
Displays total outstanding liability for the aging categories.

Aging Summary Unbilled
Graphical view of dollar amounts not billed per payor.

Aging Summary 0-30, 31-40, 61-90, 91-120, or 121+
Graphical view of dollar amounts of outstanding liability for the specific number of days in the range.

AR Auto Batch Last Compile
Graphical view of when the last AR batch was auto-compiled.

Authorizations Due for Review
Displays all authorizations that are due for review within the next 30 days.

Charges – Historic Perspective
Displays charges accumulated for the last 12 months.

Charges – Monthly Accumulation
Displays charges accumulated for the month to date.

Charges & Collections for the Month
Displays a graphical view of charges and collections for the current month.

Client Inhibited Services (Service Date Less Than 1 Year Old)
Displays inhibited services for dates less than 1 year old.

Collections – Historic Perspective
Displays collections accumulated for the last 12 months.

Collections – Monthly Accumulation
Displays collections accumulated for the month to date.

Expiring Authorizations (Review 10 days / Units-Visits 5)
Displays all authorizations that are expiring in the next 10 days, or have less than 5 visits or units remaining.

Financial Eligibility
Displays financial eligibility records entered for a client.

Missing Authorizations
Displays all clients where a guarantor requires an authorization and no authorization exists.

Monthly Close Out
Details charge and balance activity for the last closed accounting period.
If the total number is in balance, the number displays in green.
If it total number is out of balance, the number displays in red.

Clients No Financial Eligibility
Displays clients with no financial eligibility, clients that have no information filed in any of the following forms:

  • Financial Eligibility
  • Cross Episode Financial Eligibility
  • Family Financial Eligibility

Quick Billing Status
Displays information for claims created in the last 24 hours within myAvatar PM or Cal-PM, regardless of how the claims were generated.
Displays the financial class, claim type, the claim creation date and time.

Service History
Displays the most recent 30 services entered for a specified client.

Open Services By Guarantor
Displays the number of services and expected revenue amount, by guarantor, for all OPEN services.

Unbilled Services By Guarantor
Displays the number of services and the expected revenue amount, by guarantor, for all UNBILLED services.

Billed Services By Guarantor (Previous Month)
Displays the number of claims and the expected revenue, by guarantor, for services billed in the previous calendar month.

Billed Services By Guarantor (Current Month)
Displays the number of claims and the expected revenue amount, by guarantor, for services billed during the current calendar month.

Billed Services By Guarantor (Last 7 Days)
Displays the number of claims and the expected revenue amount, by guarantor, billed in the last seven calendar days.

Claim Payment Posted
Displays all remittance batches posted on current date to allow posters to balance the amount with the paper remittance.

Claim Follow-Up Records
Displays all claims for the selected guarantor that have a claim follow-up record, but have not yet been flagged for electronic rebilling.

Advanced Billing Rule Failed Compliance
Displays all the services that failed an advanced billing rule that stops the claim from being billed during the billing process.

Rebilled Claims 3+ Times with an Outstanding Balance
Displays all claims that have been billed at least three times and still have a balance and no payment or write off recorded.

Clients with Expired Eligibility
Displays all clients who have a service with a date after the expiration date for the payer.

Key Performance Indicators
Displays the values for several key performance indicators that every organization should be monitoring.

Net Collections Rate
Displays a graphical view of the net collections rate each month for the most current 12-month period (based upon date of service) in a bar chart. 

Charges by Month
Displays a graphical view of gross charges and expected charges submitted during the calendar month in a bar chart for the latest 12-month period.

Collections by Month
Displays a graphical view of payments posted during the calendar month in a bar chart for the latest 12-month period.

► CareConnect Inbox

CareConnect Inbox - Add-On Module
Provides secure messaging internally throughout your organization as well as with external Care Providers and Healthcare agencies using the industry standard of Direct Secure Messaging (DSM).

► CarePathways KPI Dashboard

CarePathways KPI Dashboard
Generates a summary and audit reports that demonstrate the Eligible Providers' or Eligible Hospitals' compliance with the EHR Incentive program.

► Miscellaneous

ERS Program Statistics Admissions
Graphic summary of admissions by program, for programs in the ERS Program Statistics form.

ERS Program Statistics Discharges
Graphic summary of discharges by program, for programs in the ERS Program Statistics form.

ERS Service Utilization
Graphic summary of client transactions for programs, providers, financial classes and revenue reporting groups, for programs in the ERS Program Statistics form.

ERS Program Statistics Visits
Graphic summary of visits by program and gender, for programs in the ERS Program Statistics form.

All Documents Widget
A configurable widget that provides a comprehensive view of standard and user-defined forms, treatment plans, progress notes, and scanned documents.

Client Diagnoses
Displays client diagnosis information for systems with ICD-10 enabled.

Client Health Alerts
Displays Immunization and Wellness items that are due for patients.

Client Progress
Graphical display showing clients progress through level of care.

Client Specific ToDos
Graphical display showing To Do’s specific to a client.

Clinical Pathway Information
This widget will display all clients who have been enrolled in a pathway unless a specific client is selected, and the widget will display information according to them.

COWS
Graphical display of a clinician-administered, pen and paper instrument that rates eleven common opiate withdrawal signs or symptoms.

COWS Score for Opiate Withdrawal
Graphical display of COWS Score results

DIAG
Used to decode diagnosis codes used in Insight.

Enlighten Analytics
Graphical view of data submissions from myAvatar and produces reports on the organization’s operational and financial performance and make comparisons with industry norms.

Netsmart Benchmarking
Graphical display showing the most popular, highest rated, and recently updated articles at a glance.

Note To Self
Graphical view allowing individuals to take down notes.

Order Fulfillment
Graphical view showing orders filled for a client.

Order Profile
Graphical view allows you to create and track lab and radiology orders.

Results by Caseload
Shows lab results by caseload, you can filter by date and whether the results have or have not yet been reviewed.

Rule Based Routing
Document workflow creation tool that allows for clinical documents created by myAvatar’s Document Routing functionality to be routed to various user-defined queues and modeled forms based on user-configured rule sets.

Rule Based Routing Totals
Graphical display showing the total of various user-defined queues and modeled forms based on user-configured rule sets.

Self Pay Services With Credit Balances and Adjustments
List view showing showing credit Balances with Adjustments for Self Pay payor.

Telehealth Waiting Room
Graphical display of TeleHealth waiting room availability.

Treatment Services with Authorization Status
Graphical display of authorizations status for treatment.

Care Calendar
Graphical display showing the current day’s appointments and the appointment status.

Care Calendar Admin
Graphical display showing the admin view of current day’s appointments and the appointment status.

Outreach Scheduling Admin
Graphical display showing the facility and program defaults for outreach scheduling.

Reaching Recovery
Once client is in focus the graphical display will show clients status of Reaching Recovery.

RR Start
Allows starting the reaching recovery process.

STD Module
Graphical display allowing  clinicians to quickly and more accurately review prior lab results, diagnostic staging, and treatment

Client Information
View client information for a selected client. This is the same information that displays in the top of the client chart.

Client Referrals
Displays any referrals for the selected client.

Clients Requiring Insurance Verification
Displays all clients requiring insurance verification.
This includes only financial eligibility, and not cross episodic financial eligibility records.

Vital Signs - Blood Pressure
Displays a graphical view of a client's blood pressure over time.

Vital Signs - Ht, Wt, BMI
Displays a graphical view of a client's height, weight, and BMI over time.

Current Medications
Displays current medication information for a client.

Open Episodes & Tx Plans
Displays episode and treatment plan information for a client.

Lab Results
Displays client lab results.

Problems
Displays problems entered in the Problem List form.

Progress Notes
Displays progress note information entered for a time period.

Vital Signs
Displays a client's vital sign information as entered in the Vitals Entry form.

myHealthPointe Portal Inbox
Send and receive messages through the myHealthPointe portal without leaving your myAvatar instance.

myHealthPointe Access
Graphical display allowing access to the myHP Portal.

myHP Portal Inbox
Graphical display allowing secure electronic messaging to communicate with patients on relevant health information.

Client Acuity
Displays acuity scores for all clients.

Avatar eMAR
Provides the eMAR screen in a widget display.

► Compliance

Compliance Status
Displays items that are in and out of compliance based on the rules set up in the Compliance Rule Definition form.

My To Do’s
Displays your To-Do items.

► HIPAA

277 Files Compiled In The Last 7 Days
Graphical display showing 277 files compiled in the last 7 days.

277 Files With Errors Compiled In The Last 7 Days
Graphical display showing 277 files compiled with errors in the last 7 days.

837 999 Files Compiled In The Last 7 Days
Graphical display showing 277 files compiled in the last 7 days.

► Client

Client Episodes
Displays a client's episode information.

Client’s Care Team
Graphical display showing the history of the client’s caseload of the assigned practitioner’s caseload.

Active Diagnoses
Displays text objects of the client's active diagnoses for scrolling text templates.

Current Home Medications
Displays text objects of the client's home medications for scrolling text templates.

Current Inpatient Medications
Displays text objects of the client's inpatient medications for scrolling text templates.

Radiology Results
Graphical display showcasing radiology results for clients.

Client Movement History
Graphical display showing client movement history.

Recent Lab Results
Displays text objects of the client's recent lab results for scrolling text templates.

Recent Vitals
Displays text objects of the client's recent vitals for scrolling text templates.

Claim Service Information
Displays the client's most recent 100 services from the service/claim data in the system.

Pending Service Authorizations
Displays all Service Authorization records in the system where Current Authorization Status is set to Pending.

Service Authorization Information
Displays all of the client's member service authorization records.

► Staff

Invalid NPI Numbers
Displays all practitioners with an invalid NPI number.

Invalid Taxonomy Codes
Displays all practitioners with an invalid taxonomy code.

Care Manager Service Authorizations
Displays Service Authorization records in the system where Care Manager Assigned is set to the current logged-in username.

► Claim Processing

Automated MSO 835 Process Status
Displays the statuses of the EOBs in MSO's automated 835 process.

Open Batches
Displays all claims processing batches currently in an Open or Pending status.

MSO Charges Billed & Payments by Funding Source - Current Month
Displays a bar graph representation of the total Billed Amount vs. total Expected Disbursement under each Funding Source for the current month.

MSO Charges Billed & Payments by Benefit Plan - Current Month
Displays a bar graph representation of the total Billed Amount vs. total Expected Disbursement under each Benefit Plan for the current month.

MSO Units Billed & Payments by Funding Source - Current Month
Displays a bar graph representation of the total number of units billed vs. total number of units paid/approved under each Funding Source for the current month.

MSO Units Billed & Payments by Benefit Plan - Current Month
Displays a bar graph representation of the total number of units billed vs. total number of units paid/approved under each Benefit Plan for the current month.

► Generic Assess

Generic Assess
Graphical display solution used to display assessments built out from the Care Library.

► Guardiant

Guardiant View
Displays multiple charts that are populated with data gathered by Guardiant.