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Form Details

• Form Properties
  1. Form Title: Group Note
  2. Start from an Existing Form - No
  3. Copyrighted Form - No
  4. Billable Progress Note - Yes
  5. Have multiple versions open at same time - No
  6. Open Blank on new version - Yes
• Required Fields - Yes
• Lookup Tables - Yes
  1. Visit Type will pull from Visit Types.
• Pre-Fill Logic - Yes
  1. Group Name will prefill from Setup > Program/Billing Defaults > Company Info Tab.
  2. Individual Note for will prefill from the Program the patient enrolled in.
  3. Goal will fill from the most recent created Treatment Plan.
• Fill to Logic - None
• Signatures
  1. Staff Signature
     • Sig type: Any
  2. Supervisor Signature
     • Sig type: Supervisor
     • N/A defaults to unchecked.

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Progress Note Tab

1. Compose Individual Note and select specific chart in which to include it.
2. Indicate individual’s attendance, the type of visit, and a minimum of one Goal.
3. Signature Credentials (see Credentials)
   • Staff Signature
     • Sig type: Any
   • Supervisor Signature
     • Sig type: Supervisor
     • N/A defaults to unchecked.

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History Tab

1. No input. History of Group Notes will display.

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