Progress Notes are used by care providers to provide clinical updates on the Client's progress. Progress Notes can be added on either web or mobile.
1. To add a new Progress Note on web, locate your client, then go to their profile and Care Delivery > Progress Notes.
2. Progress Notes can be filtered by their publication status, note types, start and end date range of creation, and the Employees who authored the note. Their content can be searched.
3. To save a new note, type in the text box, select the note type, then click "Publish" as shown below. Note that every time you type something, the system will automatically save your draft.
4. To print published notes on the page, select the print icon seen with the grid filters. Note that progress notes in draft cannot be printed.
5. To archive or delete a published note, select either one of these actions from the drop down menu.
Archiving a note means it will hide that note from the printed view, whether you are printing this particular page, or when you are printing the overall Client chart. Depending on your role and the permissions enabled, you will be able to delete note. The specific ACL (permission) is below and is found under Settings > Roles and Permissions > Clinical folder:
Note the following specifications for archiving and deleting notes:
- archived and deleted notes can be reactivated.
- a draft note can be deleted if it will not be published
- note types for progress notes are configurable. Refer to more information here.
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