Progress Notes

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The Progress Notes feature in the AWARDS Services - Individual module enables case managers and counselors to quickly and easily write narrative documentation of individual contact between consumers and agency staff.  Progress note reports can also be viewed using this AWARDS feature.

Required Permissions

Use of the Progress Notes feature requires the following permissions:

Program Chart Access
Display Any Chart Records Buttons
Display Chart Records Services - Individual Button
MC Billing Notes Selection (required only if you will be selecting progress notes that report on contacts to be billed to Medicaid)

  NOTE: Permissions are assigned using the Permissions Maintenance feature.  If you do not have access to that feature and need a permission listed here, please contact your supervisor or your local Help Desk for assistance. 

Additionally, please keep in mind that:

  Though users can view progress notes written by others using report mode, they can only update and delete progress notes they themselves entered.  An exception is made for users with the "Surrogate Data Entry - Progress Notes" exception override permission.

  If you will be electronically signing progress notes, you must have completed the e-sign setup process to record your PIN and signature images (if applicable) in AWARDS.  For more information, please click here.

Click-by-Click Instructions

Entering / Updating a Progress Note - Learn to create new progress notes and edit existing ones.

Electronically Signing a Progress Note - Learn to electronically sign progress notes, or to assist a client or other individual in doing so.

Deleting Progress Notes - Learn to delete progress notes you previously entered in AWARDS.

Viewing a Progress Notes Report - Learn to view basic progress notes reports.

Viewing a Progress Notes Viewing Report - Learn to view a report of which users have viewed progress notes in a specified time period.

Using the Progress Notes ReportBuilder - Learn to generate customized reports of services data as recorded using progress notes.

Additional Progress Notes Reports 

The following report, while not located within the Progress Notes feature itself, can be a useful tool for reviewing services information.

Service Contacts ReportBuilder - Located in the Reports module.  Used to generate custom reports of individual and group services. 

Frequently Asked Questions

Progress Notes Frequently Asked Questions

Related Documents

PWDD Services for MSC Programs - Instruction Sheet

Removing Electronic Signatures - Instruction Sheet

FootholdConnect Event Recordings

  NOTE: Recordings marked with a red asterisk (*) were made prior to deployment of significant AWARDS enhancements and do not reflect those changes; however, the overall content is still relevant and useful.

Electronic Signatures (1 hr 20 min) * - March 2015

A comprehensive look at the electronic signatures functionality in AWARDS, from configuration and signing options, to the signing process itself.

Progress Notes - E-Signatures Configuration (1 hr 9 min) - May 2019

Join us for a review of the Progress Notes component of the E-Signatures Configurations tool in AWARDS, made available in February 2019.  This functionality is designed to replace existing electronic signatures functionality (accessible via Business Rules) for progress notes.  It is used to create custom signature sets for the purposes of designating who should electronically sign progress notes, and which options they will have in the signing interface when doing so.

Service Contacts - Optional Enhancements (42 min) * - May 2016

Join us for a review of the enhancements available for Services module functionality related to recording and reporting on contacts - Progress Notes, Contacts Log, Group Notes, Supportive Services Checklist, and Service Contacts ReportBuilder.

User's Conference Continued - Service Documentation 101 (1 hr) * - June 2018

Accurate documentation of the services you provide to clients is one of the most essential parts of your work. This course will cover basics of data entry documentation of services within AWARDS. Our curriculum will cover data entry for recording items such as Plans and Reviews, Progress Notes, Group Notes, and Assessment Forms.

Enhancement Request Forms

Several aspects of the Progress Notes functionality are configurable. If you are interested in learning more about available options and/or would like to move ahead with configuration, download the following request form, complete the progress note-related portions, and then submit the form to [email protected].

Service Contacts - Implementation Request Form