Start Note

From a patient's chart - you can click the Start Note button on the chart header to start a progress note. 

Clicking the Start Note button initiates the Progress Note workflow.

If the patient you've selected does not have an active enrollment in CT|One, you will not be able to start a note. A message will come up that states the patient does not have an active enrollment.

myAvatar users: Only ambulatory note types will be available in Bells.

For myAvatar users, the start note button on the patient card is determined by an organization preference. 

• If set to default to Start Note a standard progress note will be started for the patient including all the session details. 
• If set to default to Start Documentation Note a simplified support documentation note will be started and doesn't include setting the Location or Service Code in the session details

Check out the myAvatar Session Information section further down for more details. 

Session Information 

• Session Date/Time defaults to the current date and time for the user. The date and time can be altered to past or future dates and any time.
• Session Status captures the show status of the patient for the note. This selection will help filter down the Note Types available once the Service Type is selected and coordinates with the Visit Status selections made when configuring your Note Types. 
• Enrollment will display the patient's Enrollments in date format based on the effective date of the enrollment as well as any programs or sub-programs within that enrollment. If the patient only has one enrollment with no programs this field will be read-only and show the date for that enrollment. If the patient has more than one enrollment, or programs within the enrollment the field will be editable for you to make the appropriate selection. This display mimics the Patient Chart sidebar.
• Location displays the active locations for the agency including the Location Code. These locations are what currently show in the Facility drop-down of the Progress Note Session Information tab today in the EHR. This selection will help filter down the Place of Service and Service Types that will be available to the locations configured to the service type in the Service Type configuration. 
• Place of Service displays the active Places of Service based on the Location selection. These Places of Service are what currently show in the Place of Service dropdown in the Progress Note Session Information tab today in the EHR. 
• Service Types sync to Bells from the EHR and are configured to use Note Types in the Service Type configuration. The selection of the service type is the final step to enable the note type you select to write the progress note. The values in this drop-down are narrowed down by the Location selection as well as previous sessions with the patient, based on the configuration done in settings. 
• Author is the user writing the note, this is defaulted to the user signed in and is not editable at this time. 

Session information fields are live calls to the EHR that provide up-to-date values in real-time. 

If the note is started from an appointment, the Location will be filtered to only show the Location Roles based on the appointment Location and Service Type. 

myAvatar Session Information

If the Cancelled status is selected, the user will be able to select a specific cancelled status for the note. 

myAvatar users: Service Types are called Service Codes and Enrollments are called Episodes.   

The Episode and Program fields are separate since myAvatar does not combine them; they will need to be individually selected. The episode field will show the episode number, episode date, and the program. Example: "#35 - 03/24/2021 - Case Management"

Additionally, myAvatar users will need to make a selection of a myAvatar Note Type to link the Bells note type to a myAvatar note type for the sync. Depending on Organization Preferences the myAvatar Note Type field may be in the footer of the start note display and depend on the Bells note type to select. In this case, the myAvatar note type field is filtered by the staff starting the note and the Bells note type selection. 

myAvatar users can select a Co-Practitioner as part of the Session Information. This selection will show in the header of the progress note and will sync on the note to myAvatar. 

For myAvatar users, the start note button on the patient card is determined by an organization preference. 

If set to default to Start Note a standard progress note will be started for the patient including all the session details as laid out above. 

If set to default to Start Documentation Note a simplified support documentation note will be started and doesn't include setting the Location or Service Code in the session details. Example below: 

When a Support Documentation note is started, the note types available will only be the ones set to “Save as Independent Note” in the note type configuration. These notes will flow to myAvatar to support the Independent Note workflow. 

myEvolv Session Information

myEvolv users: Service Types are called Services.   

The Enrollment and Program display in the same field. The enrollment field shows the enrollment date and program name. Example: "1/20/23 - Case Management"

Additionally, myEvolv users will need to make a selection of a myEvolv Note Type to link the Bells note type to a myEvolv note type for the sync.

Location and Place of Service

Pictured above is the default for when a patient's progress note is being written for the first time in Bells. If a patient has already had a progress note written in Bells, the Location and Place of Service default to the last one used for the patient and user combination. 

For example, if you last saw John Smith at Outpatient Facility A - Location 1, the next time you write a note for John Smith, the Location selection and Location Role will default to Outpatient Facility A - Location 1. 

For CT|One users, there is also configuration on the Location display under Organization Settings to override the Places of Service available per Location as well as setting a default selection for the Place of Service. The defaulting behavior mentioned above is taken into account prior to the configuration defaults. 

Even with the defaulting behavior (regardless of previous selections or configuration), the selection will remain editable so you can change it, in the event you are not meeting the patient in the same location and location role combination. 

Clicking View All link next to the Location or Service Type field labels will launch a window that displays all of the Locations or all of the Service Types.

In individual progress notes, Session information can be updated after the progress note has been started by clicking the pencil edit icon in the progress note header.  The icon will appear when you hover on the progress note header. If the note is from a template, when the edit session occurs, the template options will not be available on the edit session display. This is by design, Bells is not able to decipher what content was template versus what was added by you.

 In Group Notes, session information can be overridden by checking the Override group session information checkbox.  

Only the author of the progress note can make edits and sign the progress note in Bells. 

Note Type or Template Selection

When starting a new note - the right side of the Start Note screen will look like the image below. This indicates that you need to fill out the Session Information on the left side to be able to select a note type to start the note.

If, after filling out the left side Session Information of the Start Note window, you still do not have a note type to select, this could be a configuration issue and you will see something like the image below. The message should tell you what is wrong.

Example - The combination of a Location and the selected Service type does not have a note type configured.

If you are a Bells administrator, the message will also give you a button you can click to link a Note Type to the service.

When there are no note types associated to your location and service type, your Bells Administrator will need to go into the Organization Settings and review the configuration for that Location or Service Type. 

If everything is correctly set up, after filling out the Session Information on the left side you will see Note Type(s) and Templates to select on the right. 

Tip: A note template contains text and content pre-configured by your Bells administrator and can save you time entering your progress note!

These note types and templates display based on the Location and Service Type selected in the Session Information, and the configuration for what note types and templates are allowed for what service types, or locations is based on organization settings in Bells. 

Clicking one of the Note Type or Template cards will open that note type or Template as a progress note for the patient.

You can preview a template before selecting it by clicking the icon that displays in the top right corner of the template card when you hover over the template card.  

Clicking the icon will open the template in preview view, it will display the placeholders as the intended text based on the patient selected. You can start the note from the preview of the template.  

Example of a Note Type

Example of a Template 

Disabled Note Types

If the patient for the note does not have active diagnoses or goals/objectives and a note type requires those sections, the note type will be disabled from selection. We prevent the selection of the note type if the user does not have active diagnoses or goals/objectives. 

Minimize/Mini Window/Close Actions

In the upper right corner of the progress note, you see three icons.

	Clicking the dash in the top right corner of the progress note will minimize the progress note completely.  When minimized, the note is visible in the lower-right of your window. This allows you to review this note alongside other information in Bells.
	Clicking the inward-pointing arrows in the top right corner of the progress note will change you from the Full Note editor view to the Mini Note editor. This allows you to review this note alongside other information in Bells.
	Clicking the X arrow in the top right corner of the progress note will close the progress note. If changes are pending, you will be prompted for whether to save them.

To learn more about the Mini Note Editor and Minimized Note View, see Mini Note Editor and Minimized Note View later in this article.

Save Note as Draft 

Progress notes that are not signed are saved in the Bells applications as Drafts and will be tagged as drafts or displayed as drafts throughout the Bells application. Clicking the "Save and finish later" button in the lower right corner on the progress note will save the note as a draft.

Sign Note 

Once a progress note is signed, Bells shows the note tagged as Signed throughout the Bells application. 

Clicking the "Sign Note" button in the lower right corner on the progress note will take you into the Sign Note workflow.

If the note being signed overlaps with another signed note for the patient or the user, the user will be presented with a Review time overlap display. This checks against signed notes in Bells only. 

The user can correct the overlap by clicking the Fix the Overlap button or ignore the overlap and continue with signing the note. Supervisors and Administrators will be able to review which overlaps were ignored. 

No Show or Cancelled notes will not be considered in the overlap check.

Notes that are part of the Support Documentation Note flow, i.e do not include Location or Service Code will not be considered in the overlap check. 

If there are missing required patient/guardian/additional signatures, the note is considered incomplete. These signatures must be included prior to the author signature. 

Signing a Note with your Signature/PIN

If you have an existing signature and PIN in CT|One, your signature and PIN are automatically imported into Bells. Simply use the same PIN for Bells as you would in CT|One.

 myAvatar and myEvolv users' progress notes will not include a signature image or the Bells-drawn/typed signature image. The signature will show as the text name of the user who signed the note, including credentials and the date/time stamp of the signature. 

After clicking Sign Note, you will see the Sign note window. 

In this display we show 

• Rotating images and messaging based on the session to sign time for the note being signed. 
• Metrics for speed tools and quality improvement features for the note being signed. 
  • This includes 
    • Number of drop-ins and expansions used
    • Spelling and grammar corrections accepted and seen 
    • Clinical Recommendations accepted and seen

In the footer of the display, you must enter your PIN to sign the note. 

After successfully entering your PIN and clicking Sign, the sign note and progress note windows will close and you will see the "Note Signed successfully" message at the top of your Bells application. 

Bells progress notes will transfer into CT|One to continue through Note Audit, Progress Note Billing, and other progress note workflows once the note is signed in Bells. The signature will be present on the preview and the print, including the signer's printed name, credentials and the signature image as well as the date and time of the signature. 

myAvatar Appointment Creation

myAvatar users can create an appointment when signing the note. This only occurs when the organization preference for "Allow an appointment to be created from a session" is turned on, the note doesn't start from an appointment, and when the note includes a session time section in the note. On sign, when applicable, a new check box shows on the Sign Note display. When the checkbox is checked, the user must select an appointment location. When the PIN is entered and the sign button is clicked, a new appointment linked to the note will show in Bells and myAvatar. 

The appointment creation functionality is not supported through Bulk Sign. If the appointment being created overlaps with an existing appointment, the user will be prompted to select the existing appointment or create a new appointment.

Bells will check to confirm if a note already exists for the associated appointment in myAvatar. This same check happens when starting a note from an appointment in Bells. 

If your note is a Support Documentation Note, i.e doesn't include location or service code, the Create appointment for the note will not be included in the sign note display. 

myAvatar Approver (Doc) Routing

If your note type in myAvatar is configured for Approver (Doc) Routing, Bells will use that configuration for approver routing in Bells. When you sign your note in Bells, if the note type selected is configured for approver routing, additional fields show on the sign note display. 

• If the note type is not configured for approver routing, the checkbox for Requires Routing does not display. 
• If the note type is configured but not required for approver routing, the checkbox for Requires Routing shows but is not automatically checked. 
• If the note type is configured and required for approver routing, the checkbox for Requires Routing is checked and is not editable. 
• If the user signing the note has more than 5 approvers available, a search bar will show to help filter out the available approvers to select from.
• If the Require Final Approver setting is false, the Final Approval column will be hidden in Bells. 

When the Requires Routing checkbox is checked, the user must search and select at least one approver to route the note to in myAvatar. The user may be presented with additional checkboxes for Require Approval and Final Approval for the note, where applicable. 

• Require Approval means the note is routed to that staff for approval and the note cannot be finalized without that staff approving it. 
• Final Approval means the note is routed to that staff for approval after all other staff have signed the note. 
• If routing is required, the user must select someone else to route the note to. The user cannot select themselves. 
• If routing is optional, the user is allowed to select themselves. The user can also choose to not route at all. 

The Approver Routing details selected show on the preview and print preview displays in Bells. 

The document routing functionality has also been added to the Group Note and Bulk Sign workflows. 

Here is a quick video on how Document Routing works in Bells for myAvatar users. 

myEvolv Approver (Doc) Routing

If your note type in myEvolv is configured for Approver (Doc) Routing, Bells will use that configuration for approver routing in Bells. When you go to sign your note in Bells, if the note type selected is configured for approver routing, additional fields show on the sign note display. 

• If the note type is not configured for approver routing, the checkbox for Requires Routing does not display. 
• If the note type is configured but not required for approver routing, the checkbox for Requires Routing shows but is not automatically checked. 
• If the note type is configured and required for approver routing, the checkbox for Requires Routing is checked and is not editable. 
• If the user signing the note has more than 5 approvers available, a search bar will show to help filter out the available approvers to select from.

The Approver Routing details selected show on the preview and print preview displays in Bells. 

Adding your Signature/PIN

If you do not have a signature or PIN set up, you will see the Capture Signature window the first time you click Sign Note. This window allows you to capture and save a signature without a signature pad, right in the Bells application. 

  myAvatar and myEvolv users will not have the ability to add a Signature image as part of the note sign workflow. If you do not have a PIN, or the PIN has been reset, you will be prompted to add a PIN. Your Bells Administrator can reset your pin or you can reset it yourself on your user profile.

The Capture Signature window has two tabs. You will use one of these tabs. When you click the Save Signature button on the tab, that becomes the signature that will be captured and used for all of your progress notes. 

This signature will also sync back to CT|One for use there.

Typed Signature 

The first tab is the Type tab and it allows the user to use a set font and see their name in that font. 

Drawn Signature

The second tab is the Draw tab and it allows the user to draw their own signature using their mouse. 

Saving the Signature

When you click the Save Signature button, the signature that is saved will be the signature visible on the tab that you're on when you click the Save Signature button.   
 

Adding a PIN

After the Signature is captured, the Bells application will ask for you to set up a PIN to go with the signature. The PIN that you enter will be used to sign all progress notes in Bells. 

PINs must be 5 to 8 digits long. 

Enter your PIN, Confirm the PIN to make sure it's correct, and click Create PIN.

Once you've established your PIN, the note is signed.  

This PIN will also sync back to CT|One for use there.  

Signed notes are sent to the EHR. 
Bells progress notes will transfer into CT|One to continue through Note Audit, Progress Note Billing, and other progress note workflows once the note is signed in Bells.

Required Note Type Section

The sections you see in a progress note may vary depending on the note type you are entering. Your Bells Administrator configures which sections are included in each note type, as well as whether the section is required or optional.  

When you click Sign Note on a progress note, Bells will validate the note to ensure all of the required sections have been filled out. If all of the required sections have been filled out, the sign note workflow will proceed. If any of the required sections need to be filled out, you will see a red toast message telling you required information is missing.  Bells will scroll you to the first section that is not filled out.

In the screenshot above, when signing the note, an alert appeared because the Session Time was incomplete. The note scrolled to the Session Time section and there is a reminder that the Stop Time is required. 

If there are additional required sections that are not completed when attempting to sign the note, you will continue to see alerts and be taken to the necessary sections until all of the required sections of the note are completed. Then you will able to sign your progress note. 

Deleting a Draft Note

You may delete any of your own progress notes that are in Draft status. Deleting a draft removes it completely from the system; the draft record will no longer be present in the chart or any of the other draft locations such as the Chart section or the Dashboard. 

Bells Administrators also can delete draft notes.

There are three places you can delete a draft note:

1. Click the Delete icon in the Progress Note List   
    
2. Click the trash can in the lower left corner of the progress note when you have it open.   
    
3. In the Unsigned Notes report, hovering on a row in the Progress Note List in the report. 
   

 When you click to delete the progress note, you will be prompted to make sure you want to delete the note.

Click Yes to permanently delete the note.   
Click No will keep the progress note, cancelling the delete. 

Unsigning a Note 

 myAvatar and myEvolv users do not have the ability to unsign a note in Bells unless the note fails to sync.

CT|One users have the ability to unsign a note in Bells, subject to a few rules.

Progress Notes that have been signed in the Bells application can be Unsigned within a 72 hour time period.   
Only the author of the progress note can unsign the progress note.

If the progress note has gone to a Charge Batch in CT|One as part of the billing process, it can not be unsigned, regardless of the age of the note.

To Unsign a note, open the signed progress note and click Unsign.

Clicking Unsign within the progress note will prompt you confirm:

Click Yes, unsign to remove the signature from the note and return it to draft status.   
Click No to cancel the action.

If the progress note fails to sync to the base EHR, the Unsign Note button will show for these notes regardless of time limit/note restrictions. 

Preview Note 

In the progress note list on the Chart or within the patient's chart you can click the Preview icon on the note to preview that progress note. This can be done for Signed Notes and Draft Notes. You can preview your notes and notes that other users have authored.

Additionally, users can preview their note while in the progress note editor. An icon for preview is available to the bottom left of the note editor.

When clicked the user can see the full preview of the note, including any custom note section output. This will allow users to preview their notes prior to signing for any content that may not align with the configured output. 

The Note Preview:

Your Bells administrator controls whether you are allowed to print notes from within Bells or whether you will need to print the note from your EHR.  When available, in the bottom left corner of the preview, regardless of whether you're the author of the note or not, you can print from the preview screen by clicking the Print icon.  Y

For myAvatar and myEvolv users we also show the myAvatar/myEvolv Note Type in the header of the preview displays. 

Admin users will see a trash can icon to the left of the print icon which allows them to delete a signed note. When clicked, a prompt will display to make sure the user wants to continue with deleting the signed note and includes handling for when the note exists in the EHR. 

Print Note

Your Bells administrator controls whether you are allowed to print notes from within Bells or whether you will need to print the note from your EHR.  When available, while on the progress note list on the Chart, within the patient's chart, or within the progress note you can click the Print icon to Print the progress note. This can be done for Signed Notes and Draft Notes. When available, you can print your notes and notes that other users have authored.  

Mini Note Editor

In the Bells application, you can work your progress notes in the full note editor or the mini note editor. The mini note editor displays all the same sections and details as the full note editor. In addition, the Mini Note floats on top and to the lower right, allowing you to navigate to other sections of the application without leaving the note. This is quite handy so you can reference things such as your patient's scribbles, referencing a sibling or another family member for the patient, or additional patient details in their chart. 

One difference that should be noted between the full note editor and the mini note editor. In the mini note editor, you cannot edit your patient's diagnosis or goals and objectives sections. Instead, you have an "Edit" hyperlink which will relaunch the window to the full note editor to allow you to make those selections and changes.

In the upper-right corner of the Mini Note editor, you have some controls:

Minimized Note View

A third view of the note available in the Bells application is the minimized note view. Similar to the mini note, the Mini Note floats on top and to the lower right, allowing you to navigate to other sections of the application without leaving the note.  This is quite handy so you can reference things such as your patient's scribbles, referencing a sibling or another family member for the patient, or additional patient details in their chart. 

The progress note details are not visible when in the Minimized note view. 

In the upper-right corner of the Minimized Note View, you have some controls:

Switching the Patient/Note

As you're navigating through the Bells application, you may be editing a progress note and try to access another note for the same patient or another patient. When this happens Bells will alert you so that you only have one progress note actively being worked at a time. 

This alert can happen two ways. The first way is when you're editing a note and try to access or start a new note for the same patient. Bells will display a message asking if you want to switch notes. Clicking "No, stay on this note" will leave the note in the view it is in and not start a new note or access the other note record you attempted to access. Clicking "Yes, switch notes" will close the note that is open and open the note you're attempting to access or start the new note. Any changes you had pending are saved.

The second way you will be alerted is when you're editing a note for one patient and try to access or start a new note for a different patient. Bells will display a message asking if you want to switch people and notes. Clicking "No, stay on {Patient name}" will leave the note in the view it is in and not start a new note or access the other note record you attempted to access. Clicking "Yes, switch to {Patient name}" will close the note that is open and open the note you're attempting to access or start the new note on the different patient. Any changes you had pending are saved.

Bells Note Sync to CT|One

Once a note is signed in Bells it will sync to CT|One where it can get additional signatures, go through the note audit process (if configured), and then billing. The contents of the note from Bells will be displayed in a general note in CT|One and all Bells note sections will be included in the general tab of the note unless the same data is on the Session Information tab of the note such as the Diagnosis, Session Time (including Units) and Objectives. Any note audit changes to a note in CT|One do not sync back to Bells. 

Some notes may not sync to the EHR right away. This can be configured in the Organization Preferences for Hold Notes. 

If the progress note has been voided in CT|One, it will no longer be displayed in Bells. 

If your organization uses unique show statuses for billable and non-billable notes, Bells will translate those into CT|One. Each note type in Bells is assigned a session status and the billable/non-billable setting. For the no show and cancel notes, Bells will use the billable setting of the Note Type to map the Bells session status to CT|One's corresponding show status. 

For instance, if you have configured a No-Show/Charge show status in CT|One, when you write a no-show note in Bells that is mapped to a billable note/service type, this will set the CT|One show status to No-Show/Charge.

For Goal Tracking notes, these will sync to CT|One and show in the Performance Tracking sub-tab of the note when the service type is configured to do so in CT|One. The goal tracking from Bells uses a specific version of Performance Tracking V3.

Bells Note Sync to myAvatar and myEvolv

Once a note is signed in Bells it will sync to myAvatar and myEvolv. The Bells Progress Note content will display in the Notes field. 

Some notes may not sync to the EHR right away. This can be configured in the Organization Preferences for Hold Notes. 

For myAvatar users, if the note is in a Cancelled status and the session date/time is in the future, the note will be held in Bells until after the future date/time. 

In myAvatar the note must be finalized, then it can continue through other workflows and to billing. 

Goal and objective note selections are no longer syncing to the Notes narrative field in myAvatar, instead it will show in the "Note Addresses Which Treatment Plan" field. 

Caution:  If you have renamed the Narrative section in myAvatar, that's where the Bells notes will display in myAvatar. For example, renaming to Intervention makes the Bells note show up there.

When a note is linked to an appointment, and the note syncs from Bells to myAvatar, the myAvatar appointment location will be updated to reflect the location on the note if they don't already match.