After your assigned Staff Member has created and saved their Progress Note, you will receive an alert when there is a Progress Note for you to review. You can review their Progress Note and approve it.
Once you have approved the Progress Note, the Note's author will receive a notification alert that their Progress Note has been reviewed.
Related Articles: Review and SIGN Assigned Staff Notes and Sign Review Notes (Therapist)
Review Single Progress Note
- Click bell icon in top menu and locate appropriate alert.
- Click New Case Notes link to open Note.
- Review Note.
Note: If changes need to be made contact Staff Member via desired method to make changes.
- Click Approve. Approving a Progress Note cannot be undone.
- Click Approve the note and make it immutable button.
Review Multiple Progress Notes
- Click bell icon in top menu and locate appropriate alert.
- Click Click here link to access list of Progress Notes that need to be approved.
- To view Progress Note proper, click Progress Note Details link.
- Either click Approve button for desired Progress Notes.
- OR select appropriate Progress Note checkbox(es) and click Approve/Sign Checked Items button.