Manage User Defined Tables (UDT)
Overview
UDTs are tables that the Agency can create for picklists that are not supplied by Netsmart. For example, if you want to collect information about a Client's Favorite Music to be stored in the personal record, you would create a User Defined Table that holds the general types of music genres.
Menu path
Agency Setup > Agency > User-Defined Tables > User Defined Tables
Create a User Defined Table
- Navigate to: Agency Setup > Agency > User-Defined Tables > User Defined Tables.
- In the toolbar, click Select UDT.
- In the Select UDT dialog, click New.
- Enter the appropriate information:
- Name - (Required) Enter a name for the table.
- LUT Code - (Required) This is the identifier that assigned to the table.
- Click Save.
Enter Table Values
In the Add Form, under Table Data, enter the following information:
- Description - Enter the description of the table value.
- Shortcut Code - Enter a value unique in the table. Typically, a user can type this code on the form instead of picking from the list to directly enter on the form.
- Standard Code - You can enter an additional code here if your agency wants to have a different coding scheme for 3rd party reporting.
Note: This code is not used anywhere in the software interfaces or reports.
For example: Maybe you need to report ethnicity to a funder in a way that is different from how you track ethnicity.
- Code Value Stand Gen
- 01 Ethnic 1 A
- 02 Ethnic 2 A
- 03 Ethnic 3 B
Not only can you report these values with different codes but you may also want to roll up values – 01 and 02 both being A can be reported as 1 using the code A. - Generic Code - This is another code that can be used internally for reporting purposes.