Skip to main content

Create Independent Client Progress Notes (Group Indiv)

  1. Last updated
  2. Save as PDF

Create a progress note that is independent of a client service.

Prerequisites:

  • The client must be enrolled in a treatment program.
  • If a treatment plan is selected in the Select T.P. Version field, a treatment plan must have been created in a treatment plan form.
  1. In the Select Client field, enter the client ID, click Select Client Name/ID Search. Click Ok.
  2. If the client has multiple episodes, select the client's episode, click Ok.
  3. In the Progress Note For field, select Independent Note.
  4. In the Note Type field, select the progress note type.
  5. Select the user who will co-sign the progress note.
    The User List Management and Notification Users forms define the available users.
  6. In the Notes field enter associated progress note text.
    Depending on the note type definition this field may be required, or may be disabled.
  7. If appropriate, in the Select T.P. Version field, select the treatment plan the progress note is associated with.
    Click Select T.P. Item Note Addresses. Choose the treatment plan item, click Return.
  8. The Note Addresses Which Treatment Plan Problem field displays the treatment plan item structure.
    The 'Use Date of Service' registry setting can affect this field.
  9. Click File Note.