Adult BH HCBS End User Training for New Customers - Group Progress Note

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Prerequisites:

1. Group has been created in Group Manager.
2. Patients have been added to the group.
3. Group has been scheduled on the calendar.

Starting the Group Note:

1. Double-click on the group name on the scheduler.
   
   
    
2. Check in each patient as they arrive.
   
   
    
3. Right-click on the group name on the calendar.
4. Click Open Group Note.
   
   
    
5. Select all patients in attendance.
   
   
    
6. Select the Fill Notes button.

HCBS Group Note:

• Checked fields indicate required information.
• Signatures are required to lock the form.
• Upon signing, Progress Note will validate the patient has available units remaining in Patient Details > Service Thresholds tab.
• Completion of this group note will add a row/service type to My Billing to be processed.
  
  

View from chart:

• All tabs under “Progress Note” are view only.
  
  
   
• To view Group Note information click on the History tab and double click on the progress note you want to view. Patient information will populate into each tab.
  
  
   
• Group Progress Note - Service (View Only).
  
  
   
• Group Progress Note - Goals/Objective (View Only).
  
  
   
• Group Progress Note - Progress (View Only).
  
  
   
• Group Progress Note - Signatures (View Only).