Progress Note Validation Settings

Progress Note Validations alert you to enter required information in notes and let you know if there are issues preventing you from signing notes. There are currently validations for: Appointment Duration, Client Question Details, Upcoming Appointment Status, Appointment Duration & Service Type and Missing Diagnosis Code

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Duration 

• • A duration is required in order for the note to be signed or submitted. 
    
    
     

Client Questions

• • Progress notes cannot be saved, signed, or submitted if the field has invalid data. 
  • Progress notes cannot be signed or submitted if required fields aren't completed.  
    
    
    
     

Upcoming Appointment Status

• • Progress notes cannot be signed or submitted when linked to an appointment that has an upcoming status.
    
    
    
    
     

Duration & Service Type

• • The note cannot be signed or submitted if the duration on the progress note falls outside of the limits of the service type duration. This is enabled and configured at the service type.
    
    

Missing Diagnosis Code

• You can prevent your staff from submitting and signing progress notes that do not have a diagnosis code entered.  See Prevent Staff from Submitting/Signing Progress Note without a Diagnosis for more information. 
  
  Unable to Submit Note
  
  
  Unable to Sign Note