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Correct a progress note using the Progress Note Corrections form

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The Progress Note Corrections form allows you to void progress notes or revert a Final to Draft Override of final progress notes. Optionally, the associated service is deleted and the associated appointment is unposted. If the service is already claimed, the service is also optionally removed from the claim.

When a final progress note is reverted to draft status and the associated service is deleted, the note is then associated to the original appointment, when available, rather than becoming an independent note.

  1. Go to Avatar CWS > Progress Notes.
  2. In the Client ID field, select the client whose progress note you wish to change.
  3. In the Episode Number field, select the episode for the progress note.
  4. The Start and End Date fields populate with episode data. Edit the dates in these field to specify the note search.
  5. Select the type of progress notes to search for in the Note Type field.
  6. In the Correction Action field, select whether to void the current progress note, or to revert a final note back to draft.
  7. Choose Select Note to Correct to see a list of the progress notes that meet the search criteria.
  8. Choose Print Progress Note to generate a printable report on the chosen progress note data.
  9. In the Reason for Correction field, select the reason.
  10. In the Comments field, enter any pertinent remarks.
  11. In the Delete Service field, select whether or not to delete the associated service.
    • Selecting No will not delete the service, but will delete the link from the service to the note.
      If the service is required to have a progress note, the service will not claim.
    • Deleting a service requires that there is a charge reversal code indicated on the Set System Defaults form, Charge Reversal for Progress Note Corrections field.
      This field can be set to default as Yes by using the Default Delete Service Action within Progress Note Correction field on the Set System Defaults form.
  12. Select Submit.

 

►SQL Tables
  • SYSTEM.billing_tx_history
  • SYSTEM.progress_note_corrections
►Registry Setting