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Independent Group Progress Notes

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When you file an independent progress note for members of a group, the progress note is sent without having to schedule a group service in myAvatar PM (Group Appointment Scheduling form).

Prerequisites

  • The clinician must have group services for the date of service.
  • The clinician's schedule must be verified in myAvatar PM (Verify Staff Member Appointments form), and posted (Post Staff Member Schedule form). Or through the Post Staff Activity Log form which verifies and posts the appointment.
  • In the Select T.P. Version field, a treatment plan must have been created in a treatment plan form.
  • Functionality can be added to this form through Site Specific Section Modeling.

Create an Independent Group Progress Note

  1. Go to:  Avatar CWS > Progress Notes > Independent Group Progress Notes
  2. In the Scheduled Clinician field, enter the clinician's name, click Process Search. Click Ok.
  3. In the Date Of Group field, enter the date.
  4. In the Group Name Or Number field enter the group name, click Process Search. Click Ok.
  5. In the Note Type field, select the progress note type.
  6. If appropriate, in the Default Note field enter the progress note that will populate the Note field.
    This note can be edited for the individual progress note.
  7. If appropriate, in the Select T.P. Version field, select the treatment plan version to populate the progress note problem text.
  8. In the Group Members field, select the client.
  9. In the Note field enter progress note text.
  10. In the User To Send Co-Sign To-Do Item select the user to co-sign the To-Do item.
    This user will receive a To-Do item to co-sign the progress note.
    The User List Management and Notification Users forms define the available users.
  11. If a treatment plan has been selected, click Select TP Item Note Addresses.
    The Client Treatment Plan screen displays. Select the treatment plan, click Return.
  12. In the Note Address Which Treatment Plan Problem enter the note text.
  13. Click Skip Note to clear note fields and start over.
  14. Click Clear Note to remove text in the Note field.
  15. Click File Note to submit the progress note.

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