Apply Progress Note to Entire Group

You can create one Progress Note (Progress Notes and/or Wiley Progress) and apply it to all Client's in the Group. After added the new Progress Note will show under the Progress Notes tab for all Clients in the Group.
 

You can continuously apply edits to all group members when working on a progress note as long as the progress note is linked to an appointment. When applying edits to all group members: 

• If not already created, a progress note will be created for all group members with a Kept or Upcoming status
• Edits will be applied to any progress notes tied to the appointment, even if a group member's status has been changed to a canceled status after the progress note was created 

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From the Agenda

The easiest way to add a Group Progress Note and apply it to all Group Members is from the Agenda tab.

1. From the Schedule tab in the navigation bar, the Agenda will automatically display.
2. Click Add Group Note from Agenda for appropriate Group Appointment.
   
    
3. Click Progress Notes tab.
4. Click + Progress Note button and complete Progress Note.
5. The Select Note Type window will display.
6. Select the Note Type from the drop-down, then click Create Note.
   
   
    
7. Click Save drop down and select Apply Note to all Group Members.
   
   
    
8. Click Apply to All button to confirm.
   
   
    

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From Client's Profile

Alternatively, you can create a Progress Note for any Client in the Group and apply it to all Group Members. 

1. Locate Client and open Client Profile.
   
   
    
2. Click Cases button.
   
   
    
3. Click Case Info button for appropriate Group Case.
   
   
    
4. Click Progress Notes tab.
5. Click + Progress Note button and complete Progress Note.
   
   
    
6. Click Save drop down and select Apply Note to all Group Members.
   
   
    
7. Click Apply to All button to confirm.
   
   
    

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