NYSCRI Group Note (NYGN)

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Form Details

• Form Properties
  1. Form Title: NYSCRI 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. Code will pull from Facilities.
  2. Service Code will pull from Visit Types.
• Pre-Fill Logic - Yes
  1. Organization Name will prefill from Setup > Program/Billing Defaults > Company Info Tab.
  2. Program Name will prefill from the Program the patient enrolled in.
  3. Goals/Objectives will prefill from the most recent completed Treatment Plan.
• Fill to Logic - None
• Signatures
  1. Individual Signature
     • Sig type: Patient
  2. Staff Signature
     • Sig type: Any
     • Signature locks the form.
  3. Supervisor Signature
     • Sig type: Supervisor
     • N/A box defaults to unchecked.

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Progress Note - Info Tab

1. Program Name
   • Prefill - Program Name will pre-fill with program group is built under (see eCR University - Group Manager).
2. Indicate Behavior(s) in Group.
3. Note New Issues.

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Progress Note - Goals/Objectives 1 Tab

1. Document Goals & Objectives (minimum of one each).
   • Goals/Objectives prefill from saved Individualized Action Plan.
   • Grey out- Selecting NA will grey out Goals & Objectives.

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Progress Note - Goals/Objectives 2 Tab

1. Continue to document additional Goals & Objectives.

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Progress Note - Intervention Tab

1. Describe Intervention Method(s) Provided.
2. Describe Response to Intervention(s) / Progress Toward Goals & Objectives.
3. Describe Plan.

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Progress Note - Date of Service (DOS) Tab

1. Note Location Code
2. Note Service Code (visit type)
   • Prefill - Visit type will prefill from visit set on the appointment (see eCR University - Scheduler)
   • Start / Stop time will prefill from group appointment time.
     • Adjust per patient if needed.

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Progress Note - Signatures Tab

Signature Credentials (see Credentials)

1. Individual Signature
   • Sig type: Patient
2. Staff Signature
   • Sig type: Any
   • Signature locks the form.
3. Supervisor Signature
   • Sig type: Supervisor
   • N/A box defaults to unchecked.

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History Tab

1. No input.  Individual-s group session history will display.

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