Senior Living Communities

Creating a Progress Note from Resident-centric Conversations

You create a progress note from a Resident-centric Conversation to make an entry into the legal record. Based on your configuration, you either see the conversation text in its entirety or you see a blank progress note popup which, when completed, is a part of the resident's legal chart. Depending on your configuration, you can select a progress note type to be created from Secure Conversations.

You can attach photos if photos are part of the active conversation. Those photos, if attached to the progress note, are viewable from a photos link next to that progress note in the Prog Note tab of the resident's chart.

  1. From the Action Icon or the conversation window, select Create a Progress Note.

  2. In the New Progress Note popup, complete the Progress note steps.

  3. If attaching photos, click Attach Photos, make your selection and Save. After the note is complete, it is viewable from the Prog Note tab of the resident chart.

  • Based on your community configuration, you either see the text of the secure conversation or not within the progress note. If the Progress Note pulls into the progress note, the conversation is populated into the first section of the Progress Note by default.

  • If you cannot edit progress notes from Secure Conversations, you cannot change the Progress Note Type or enter any text into the first text box of the progress note where the Secure Conversation text pulled in.

  • If photos are attached to the progress note, from the Prog Note tab of the resident's chart, a photos link appears, allowing you to view the photo. These photos are automatically added to the Misc tab of the resident chart as well with a Category of Progress Notes.

  • Create a Progress Note is an action available for Resident-centric Conversations only.

  • You must have appropriate security permissions to create a progress note and/or edit a progress note created from a Secure Conversation.

    • Clinical module > Clinical Tabs (parent header) > Progress Notes = Read/Add or higher (to create a PN).

    • Home module > Secure Conversations (parent header) > Edit Progress Notes = Yes.

  • You must have appropriate security permissions to attach photos.

    • Home module > Secure Conversations (parent header) > Include Photos = Read/Add/Edit or higher.