A read-only report of progress notes selected based on a variety of criteria is available from within the AWARDS Reports module.  To view this report, complete the following steps:

1. From the navigation bar, click Reports (or the Reports icon).  The Reports index page is displayed.

2. Click the Program drop-down arrow and select the individual program for which the report is to be run, or select a group of programs using one of the available "All" or "Custom Grouping" selections.
3. If you previously bookmarked the Progress Notes Report it is displayed on the reports index by default; otherwise, from the left-hand menu bar, click All under "Show Reports."
4. Use the navigation features in the bottom-right corner of the reports index to locate the Progress Notes Report, or enter "progress note" in the Search field in the upper-right corner.
5. Click Progress Notes Report from the reports index. The Progress Notes Report Selections page is displayed.

6. To limit report selection by progress note writer, click the Writer drop-down arrow and select the writer.  The default value is "All Writers."

  TIP: The Writer selection list is initially limited to users with caseloads in the selected program.  Click Expand Writers List if it is necessary for the writer selections to include all users with chart access who have written a note for someone in the selected program in the last 90 days.

  TIP: If the report to be viewed is for a former (discharged) client, the Writer selection must be set to "All Writers."

7. Click the Client drop-down arrow and select the client whose progress notes are to be included in the report.  The default value is "All Clients."

  TIP: If the report to be viewed is for a former (discharged) client, first click Roster Archives beneath the client selection option.  When Roster Archives is selected the Writer option referenced in step 6 must be set to "All Writers."

  TIP: If a specific writer was chosen in step 6, select "Worker Caseload" from the Client list to view only those progress notes written by that individual for the clients assigned to his/her caseload.

8. Only those progress notes written for contacts occurring within the date range in the From and To fields on this page will be included in the report.  If necessary, make changes to the default date range (using mm/dd/yyyy format).  When doing so please keep in mind that a two year period of your choosing is the maximum length of time for which the report can be run.
9. Further designate which progress notes are to be included in the report by checking off one or more of the following settings on this page:

  Merge With Group Notes - When this option is checked off, group notes for the selected consumer(s) are included in the progress notes report.

  Include Provider Appointment Information - When this option is selected, provider appointment information for the selected consumer(s) is included in the progress notes report.

  Include Program Appointment Notes - When this option is selected, program appointment notes for the selected consumer(s) are included in the progress notes report.

  Select Individual Note Sections - When this option is selected, individual notes and note sections are available for printing separately from the full report.

  Insert Printing Page Break After Every Note - When this option is selected, a page break is inserted between every note when the report is printed.

10. Click the All Progress Notes drop-down arrow and select one of the available options to limit progress notes displayed in the report to those of a specific type.  For Medicaid billing note selection, select "Service Plan Linked Notes Only."
11. To include in the report only those notes containing specific text, type that text in the Keyword Search field.
12. Click SHOW NOTES. 

If the service plan linked notes only option was NOT selected in step 10, the progress notes report is displayed on the Individual Progress Notes page and the process of viewing a progress notes report is now complete.

  TIP:  If the "Select Individual Note Sections" option was selected in step 9, click View This Note for any note section to open it individually in report mode.

  NOTE: If the "Include Provider Appointment Information" option was checked in step 9, then all Provider Appointment information displays on the report even if the notes do not contain the text entered in the Keyword Search field in step 11, if any.

If the service plan linked notes only option WAS selected in step 10, the progress notes report is displayed on the Service Plan Linked Individual Progress Notes page.  Continue with step 13.

13. Click the Bill? checkbox next to each progress note reporting on a contact that is to be billed to Medicaid.

  NOTE: The "MC billing Notes Selection" permission - assigned using the Permissions Maintenance feature - is required in order to select those progress notes which report on contacts that are to be billed to Medicaid.  Permissions are .  If you do not have access to Permissions Maintenance and need the billing notes selection permission, please contact your supervisor or your local Help Desk for assistance. 

14. Click UPDATE SELECTIONS.  The billing selection information is saved and the updated Service Plan Linked Individual Progress Notes page is displayed.

The process of viewing a progress notes report and updating billing selection information is now complete.

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