Here are three ways to identify and print progress notes based on date ranges and/or other parameters.
-
Staff Home window
- Right click on a client from the Appointments or Active Clients tab and select Review Notes.
- Filter Options include:
- All Staff or Current Staff logged in
- History ranges
- Last 5,10, 20 or 30 notes
- Last 30, 60 or 90 days
- Progress Note status
- Diagnosis code
-
Progress Note Search
- Billing > Progress Note Search
- Window presents with numerous parameter selections; including a text search option.
- Click Search.
- The progress notes present on the Notes tab.
- The notes can then be printed to pdf or an excel spreadsheet.
-
Client Chart
- Select Review Notes button.
- Filter Options include:
- All Staff or Current Staff logged in
- History ranges
- Last 5,10, 20 or 30 notes
- Last 30, 60 or 90 days
- Progress Note status
- Diagnosis code