Progress Notes Workflow

Individual Progress Notes

• A client service is rendered in myAvatar PM that requires a progress note (defined in Set System Defaults, Workflow Service Setup section).
• If the progress note type requires a co-signer (User To Send Co-Sign To Do Item To field), a To-Do item is sent to a user to co-sign the progress note, after the progress note is filed.

Prerequisites:

• The progress note service must be associated with workflow functionality (Set System Defaults form, Workflow Service Setup section).
• The user must be the service provider who rendered the service, or is associated with the service provider for the client service (User Definition form, User Caseload section).
• A service must be filed. This will trigger a To-Do item that requires a progress note sent to the user associated with the practitioner. The To-Do item tells the user that a progress note is required for the service.

1. Open the To-Do item.
2. File the Progress Notes (Home View) form.
3. If a user is selected to co-sign the progress note (User To Send Co-Sign Item field), a To-Do item is sent.
4. Enters any comments, and submit the form.
   Result: Progress note form is filed.
5. If the requires co-signing (User To Send Co-Sign To Do Item To), a to do item is sent to the approving user.
   Depending on the note type definition, the User To Send Co-Sign field may be required, or may be disabled.
6. The Review/Co-Sign Notes screen displays in the co-signing user's To-Do list.
7. The co-signing user reviews and submits the form. The To-Do item is removed from that user's To-Do list.

Group Progress Notes

• Users can create a group default progress note, Enter Group Default Note (Workflow), for all group members.
• Users can edit a group default progress note, Edit Group Note For Individual (Workflow), for individual clients in the group.
• Group service progress notes send a To-Do item that requires a user to co-sign the progress note.

Prerequisites:

• The user must be the service provider who rendered the service, or is associated with the service provider for the client service (User Definition form, User Caseload section).
• The group progress note service must be associated with workflow functionality (Set System Defaults form, Workflow Service Setup section).

1. A group service is filed.
2. A group default note is created in the Enter Default Group Note (Workflow) form.
3. A user (User To Send Scratch Note To Do Item field) is sent scratch progress notes for each group member.
   The user opens the To-Do item. The Progress Notes (Home View) displays.
4. The user fills out and files the Progress Notes (Home View) form.

► Registry Settings

• Allow 'Progress Note' Forms To Default All Active To-Dos
• Days After Service Date to Allow a Progress Note
• Days Prior To Service Date To Send To-Do
• Disable Automatic Notifications
• Disable Manual Notifications
• Limit Existing Appointments To Current Login User
• Limit Existing Services To Current Login User
• Send To Do List Messages to Users
• Suppress To-Do Items Prior To Date

► Test Script

For implementing new systems or new functionality, download the following standard test script for this feature. Please contact your Netsmart representative for more information about Test scripts.

• myAvatar NX Test Script - CWS - Group Progress Note.docx