Skilled Nursing Facilities

Contents

Progress Notes Report

The Progress Notes Report allows you to view a selected group of progress notes written for an individual resident, multiple residents, or all residents in a facility. This report has multiple report options that can help in tailoring and customizing your report output.

  1. From the Clinical Reports lists, select the Progress Notes report.

  2. Print the report by Unit/Floor/Status, or by Resident.

  3. You can search for multiple residents by leaving the Resident Name and Number fields blank. You can also search for a single resident.

  4. Select the Progress Note Order.

  5. Select to Sort Residents By.

    • Optional: Select to Show Resident Detail, Show Selection Criteria, Show Signature Line, Show Created Date, Show Follow Up Note Information, Insert Page Breaks Between Residents, Margin for 3 Hole Punch.

    • Optional: Select to Include Progress Note Drafts, Include Deleted Progress Note Drafts, Include Progress Note Drafts Only, Include Deleted Progress Note Drafts Only.

    • Optional: Select to Include High Priority Progress Notes Only.

  6. Select an Effective Date Range (cannot be greater than 1 month when a single resident is not selected).

    • Optional: Select an Effective Time Range, Created Date Range, Created Time Range, Type, Care Plan Item or Task, Department, Primary Physician and Author.

  • This report is particularly useful when you need to see all progress notes written during a specific date/time range, by a certain author, or of a certain progress note type.

  • If a single resident is selected, there is a 12 month limit for the Effective Date Range field.

  • If you select conflicting report options, or too many report options that limit report output (optional items listed above), you do not see a report output when Run Report is selected. Simplify your selections and run the report again.