Append Progress Notes

Add information to a progress note. Added information displays with the progress note.

Prerequisites:

• A progress note that has been co-signed cannot be appended.
• Progress notes that have Document Routing functionality enabled are not available for selection in this form.
• If the progress note has draft/final functionality (Include Draft/Final Prompt registry setting), the progress note must have Final status.

1. Go to: Avatar CWS > Progress Notes > Append Progress Notes.
2. In the Select Client screen, search for and select a client by name or ID.
3. If the client has multiple episodes, select the client's episode and click OK.
4. In the Note Type field, select the progress note type.
5. In the List of Notes field, select the progress note to append.
   Progress notes associated with the note type can be selected.
6. Click Append Notes Report to generate the report on notes that were appended through this form.
7. The Original and Appended Notes field displays data for the selected note.
8. If appropriate, enter New Comments to Be Appended to the Original Note.
9. Click Submit.