Senior Living Communities

Contents

Linking Progress Notes to Service Plan or Tasks

You can link progress notes to specific items in a service plan or the Tasks tab. Progress notes can be linked to existing service plan or task items. Progress notes can also be linked to new items, which sends a trigger to either the service plan or Tasks tab of the resident chart. 

Linking progress notes to specific service plan items or tasks allows you to immediately address the resident service plan or tasks in one step. 

  1. Care Services > Resident > Prog Notes.

  2. Click New > select Type.

  3. Click Search next to Service Plan Item or Task.

  4. Click Focus, Goal, Intervention or Task.

    • Focus

      1. Select a focus from the Resident's Service Plan Focuses or select Show Service Plan Library Focuses and complete the next step.

      2. Select Library > select Focus Category > click the focus.

    • Goal 

      1. Select a goal from the Resident's Service Plan Goals or select Show Service Plan Library Goals and complete the next step.

      2. Select Library > select Focus Category > select focus > click the goal.  

    • Intervention

      1. Select an intervention from the Resident's Service Plan Interventions or select Show Service Plan Library Interventions and complete the next step. 

      2. Select Library > select Focus Category > select focus > click the intervention.

    • Task

      1. Select a task from the Resident's Tasks or Show Task Library and complete the next step.

      2. Select Library > click the task.

  5. Complete the remaining progress note fields as required.

  • When viewing a progress note, you can see the associated service plan item or task.

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