Progress Note Library

The Progress Note Library is used when a program wants to standardize a service provider's progress note. This can provide a template for users when they are filling out progress notes. The template is not meant to replace a service provider’s notes. It serves as a guide to prompt expected concepts or ideas that should be documented within the patient's treatment.

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The Progress Note Library can be found one of two ways:

1. From the Setup drop-down menu, go to Progress Note Library.
   
    
2. From the desktop menu, if set up, go to Administration > Progress Note Library. See Set Up My Preferences for more information. 
   

Access Level Permissions

1. Go to Administration > Access Levels.
2. Select the existing access level or create a new access level.
   
   
3. Select the 3rd User Access tab.
4. Check the box for Progress Note Library and Common Progress Note Library.
5. Click Save and repeat for each access level that will be given permission for Clinic Defaults.

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Create a New Entry

1. Enter a Title.
2. Select a Visit Type.
3. Select a Category.

   • NOTE: The list of options available for this drop-down menu is set up in the Lookup Manager - Lookup Manager Screen by searching Category – Progress Notes.

4. In the Progress Note field, enter a description of the entry.
5. From the Share drop-down menu, select who can use this entry.
   • Personal will indicate it can only be used by the user.
   • Common will indicate that it can be used by everyone.
6. Click Save.

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Using the Progress Note Library

• If the note you are using does not show the below link, reach out to your Project Manager or Relationship Manager.

1. Select the Library button to open the Progress Note Library.
2. Check the box to select the entry you want to use.
3. Click Accept.
   
   
    
4. The entry will populate the Progress Note accordingly.