Entering / Updating a Progress Note







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Progress notes data entry includes entering, updating, and deleting progress notes.  Additionally, as part of the process of entering progress notes the contacts log is automatically updated with a record for that contact.  To enter or update a progress note, complete the following steps from the AWARDS Home screen:

    1. Click the Program drop-down arrow in the upper-right corner of the page and select the program associated with the client for whom a progress note is to be entered or updated.
    2. Click Charts from the left-hand menu, and then click Services - Individual.  The individual services fly-out menu is displayed.
    3. Click Progress Notes.  The Progress Notes Data Entry page is displayed.

    1. Click the Client drop-down arrow and select the client for whom the progress note is to be entered or updated.

  TIP: If the progress note to be entered or updated is for a former (discharged) client, first click Roster Archives beneath the client selection option.

  NOTE: If you have accessed the progress notes functionality from within the Discharge module's Follow Up Notes feature, the client selection list is automatically limited to discharged individuals.

    1. If you have the "Surrogate Data Entry - Progress Notes" exception override permission, click the Worker drop-down arrow and select the worker for whom the progress note data entry is being completed; otherwise, skip this step.
    2. Click CONTINUE.  The Progress Notes Editing Index page is displayed. 

This page contains a list of all existing progress notes for the selected client that have dates which fall within the editing window date range shown at the top of the page.  Progress notes with corresponding contacts log records are indicated by an asterisk (*).

  NOTE: By default the progress note index is limited to displaying only those notes you yourself wrote for the selected client; however, an option is available behind-the-scenes that expands the index to include all notes written for the client within the editing window, regardless of the writer.  If you do not currently have the expanded view in place and would like to, please contact the Help Desk.

    1. Click the Selected radio button next to the progress note to be updated, or next to "New Note (Section)" to enter a new progress note.

  NOTE: A solid bullet next to a note indicates one or more of the following:

  That you did not write the note and do not have the authority to access it in data entry mode.  Only the user who entered the note, or someone with the "Surrogate Data Entry - Progress Notes" permission, can edit it.

  That the note falls outside of the editing window.  If you do not already have the "Backdated Progress Notes Data Entry" permission, having that assigned to you may enable you to make the necessary edits.  If you do not have access to System Setup > Permissions Maintenance, please contact your supervisor or the Help Desk for assistance.

  That it has been locked and cannot be opened for updating.  If necessary, locked notes can be unlocked by users with the "Unlock Progress Notes" permission, at which point they can be selected for editing as needed.  (For more information on unlocking, please refer to the Progress Notes Frequently Asked Questions.

  NOTE: A lock and key icon next to a note indicates that it has been electronically signed, preventing edits.  Such notes cannot be unlocked, and cannot be selected for updates. 

  NOTE: For BillingBuilder clients - Progress notes used to generate invoices for procedures associated with configured Daily/Per Diem and Fee for Service billing types will be locked once invoices have been posted to A/R (Post Billings to A/R).  The Progress Note Index page displays a dollar sign ($) next to notes that have been used for billing purposes.  Edits can be made to all of the progress notes used to generate the invoices in a batch if the batch of invoices is unposted from A/R using the UNPOST BATCH button on the Create Insurance Claims page of the BillingBuilder.  Users with the required permissions can also choose to unlock specific progress notes on the note editing index and this action will be recorded in the audit trail, noting whether the billed status was removed.

    1. Click CONTINUE.  The Progress Note Data Entry Settings page is displayed.

    1. Enter or make changes to the following information on this page:

  Service Type - Click the drop-down arrow and select the type of service provided during the contact.

  Location - Click the drop-down arrow and select the location at which the contact with the consumer occurred.

  Date - Click the drop-down arrow and select the date on which contact with the consumer occurred.

  NOTE: If you have accessed the progress notes functionality from within the Discharge module's Follow Up Notes feature for the purposes of writing a follow up note for a discharged client, please be aware that the date selection list is not limited to dates on or after the consumer's discharge date; it is up to you to specify a date that is post-discharge in such cases.  By default, if the date of discharge is within the date range in the date selection list, the discharge date is automatically used as the note date.  If the discharge date is prior to the earliest date available in the selection list, the default note date is that earliest available date.

  Start Time - Click the drop-down arrows and select the time at which contact with the consumer began. 

  End Time / Duration - Either End Time or Duration will be required for the note (as noted with a red asterisk). 

If End Time is required, click the drop-down arrows and select or make changes to the time at which the contact ended.  Duration will be a read-only value that is automatically calculated based on this time.

If Duration is required, click the drop-down arrows and select or make changes to the length of contact in hours and/or minutes.   (The default value is 15 minutes for day programs and 30 minutes for housing programs.)  End Time will be a read-only value that is automatically calculated based on this duration. 

  NOTE: The default duration value is configurable and may vary by program type.  For more information, please see the Service Contacts - Implementation Request Form.

  Face to Face - Click either the "Yes" or "No" radio button to indicate whether the contact was face to face (in person).

  Contact Method - Click the drop-down arrow and select the contact method that applies to the progress note being recorded.  The list contents include:  In Person, Phone call, Postal Mail, Text, Email, and Fax.

  Location - Click this drop-down arrow and select the group's location. 

  NOTE: This is an optional setting, not automatically available in all AWARDS databases.  If configured, this list is shared with contacts log records, group notes, and progress notes, and is configurable by the agency.  For more information, please see the Service Contacts - Implementation Request Form.

  Actual/Attempted Contact - If the progress note originated from a contact log record, this read-only field will display "Actual Contact" or "Attempted Contact" based on this setting on the contact log.

  NOTE: This setting does not apply to notes written on the Supportive Services Checklist. 

  Mileage - If necessary, enter the mileage associated with the progress note being recorded.  Whole numbers and decimals are accepted.

  NOTE: This is an optional setting, not automatically available in all AWARDS databases.  For more information, please see the Service Contacts - Implementation Request Form.

  Progress Note Type Selection - Click one of the available radio buttons to indicate the type of the progress note being entered or updated.

  NOTE: To enter a "Service Plan Linked" progress note, a service plan must already be set up for the selected consumer and service type. When the consumer has an active service plan,  Service Types on ISP Today displays on the note settings page with a list of active service types. Keep in mind that in order to write a linked note, the Service Type selection (in step 13) must match one of the types displayed on this ISP Today list.

  TIP: When working with a discharged client, available note types are governed by the Backdate Permit Max set under System Setup > Business Rules > Service Record Editing Rules, regardless of whether the writer has the backdating permission tied to that max backdating window.  For more information, click here.

  Include - If necessary, click the drop-down arrow and select the form that is to be included in the header of the progress note.

  NOTE: This option is only displayed when forms created in the FormBuilder have been set to display in progress notes for the selected program. 

If "Service Plan Linked" is selected as the note type, continue with step 10.  For all other note types, continue with step 12.

    1. Click CONTINUE.  The Service Plan Note Linkage page is displayed.
    2. Click the Selected radio button next to the goal/objective on which this progress note is reporting.
    3. Click CONTINUE.  The Progress Notes Composition page is displayed.  The text of any existing progress notes for the selected date and consumer are displayed at the bottom of this page.

  NOTE: If the progress note being entered has the same note type, client, writer, date, face to face selection, and time of an already existing note, a pop-up message is displayed at this time, stating that a duplicate note exists, instructing you to change one of those settings, or to edit the existing note by selecting it from the editing index page.  If the existing note is locked or e-signed, the note amendment feature is displayed instead of the pop-up message, allowing you to add an amendment to the existing note.

  NOTE: Progress notes written with no start time entered are considered to be duplicates if the other note settings are the same (note type, client, writer, face to face selection, and date).

  NOTE: A DISCHARGE NOTE button is also available on the Progress Note Data Entry Settings page if the client has been discharged but it is still within the backdated progress note data entry window.  Clicking this button instead of CONTINUE in step 12 opens the Discharge Note Composition screen from which you can record discharge notes that will be reflected in the corresponding portion of the individual's discharge record.

    1. If necessary, click the Service Type drop-down arrow and select a new service type for this progress note.

  TIP: If you are writing a service plan linked note, the service type selected here must match one of the service types on the consumer's active service plan.

  NOTE: This option is not available for all progress note types.

    1. Click the Crisis? drop-down arrow and select "Routine" or "Crisis" to indicate the nature of the contact on which this note is reporting.

  TIP: The "crisis" selection is primarily used for clinic billing purposes where a second service can be billed for a given day only if it is a crisis service.  For general purpose use, the crisis designation does not have any actual functionality behind it and is used for labeling and reporting purposes only.

    1. If a form was added to the progress note in step 9, the form is displayed in data entry mode.  Complete the form fields, as necessary.
    2. In the progress note text box, type or make changes to the progress note text.
    3. If necessary, click the Lock Progress Note checkbox.  When this option is selected, no note overwriting, edits, or deletions are allowed after the note is saved.

  NOTE: This option is only available when the "No Automatic Locking" option is selected in the System Setup module, Business Rules, Service Record Editing Rules feature.

    1. Click SAVE NOTE.  The progress note is saved and a read-only report version of the note is displayed on a confirmation page.

  TIP: If electronic signatures functionality is enabled for progress notes and the signing rules indicate that the note should be available for you to sign at this time, you have the option to sign the note directly from the confirmation page.  For instructions on electronically signing progress notes, click here.

    1. Click Note Index to return to the Individual Progress Notes Editing Index page, if needed.

The process of entering or updating a progress note is now complete.

  NOTE: When a progress note is written the contacts log is automatically updated with a record for that contact. 

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