Progress Note: Mental Health (TGI_PN)

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Form Details

• Form Properties
  1. Form Title: Progress Note – Mental Health
  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.
  2. Goal will fill from the most recent completed Treatment Plan.
• Pre-Fill Logic – None
• Fill to Logic – None
• Signatures
  1. Staff Signature (Non QHP)
     • Sig type: Any
     • Signature locks the form.
  2. Clinical Staff Member (QHP) signature
     • Sig type: QHP
     • Route-to is available.
     • Signature locks the form.

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Progress Note Tab

1. Note the session date, length, start time and visit type.
2. Goals
   • Prefill – goals will prefill from plan.
3. Signature Credentials (see eCR University – Credentials)
   • Staff Signature (Non QHP)
     • Sig type: Any
     • Signature locks the form.
   • b. Clinical Staff Member (QHP) signature
     • Sig type: QHP
     • Route-to is available.
     • Signature locks the form.

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History Tab

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

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