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Create New Progress Notes Form

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If you want to customize the fields available on a Progress Note form based on how you will use it at your organization, you can in myAvatar. For example, you might want to have a Substance Use Progress Note and a Mental Health Progress Note. Each might need to have slightly different questions, templates, or rules associated with it. The recommended process is to create a copy of the existing Progress Note (Group and Individual) and make changes to the copy using the Create New Progress Notes form.

To Create a Copy of the Progress Note Form

  1. Navigate to: Avatar CWS > CWS Utilities
  2. In the Progress Notes Form Name field, enter the new progress notes form name.
  3. In the Episodes to Include field, select the treatment program types to include.
  4. In the Restrict Progress Notes to Active Episodes field:
  • Select Yes to make progress notes available for active client episodes only.
  • Select No to make progress notes available for active and inactive client episodes.
  1. Click Submit.
  2. Grant the user access to the new form using the form User Definition (RADplus Utilities).
  3. Once the user has access, navigate to the RADplus Home Page.
  4. Select Tasks -> Refresh Menus.

Result: The form will display in the Progress Notes menu.

 

NOTE: Field values and selections made in the original Progress Notes (Group and Individual) form populate the new progress note form.
These values can be changed in the Site Specific Section Modeling, and Form Designer forms (RADplus Utilities).

After creating a new Progress Notes (Group and Individual) form be sure to review every Registry Setting for your new copy to ensure the desired configuration. You will especially want to double-check crucial settings such as Post Appointment When the Note Is Submitted.