Enter Progress Evaluations

Entering a Progress Evaluation is very similar to the steps detailed to Enter Daily Progress Notes. After reviewing the case and verifying that the current visit has been arrived and Copy Forward Management has taken place, update any important clinical findings.

Update Goal Progression

Update goals by updating the items being tracked in the Objective or Subjective section from which the goal was established.

Note: Do not manually update Goal values in the Current column. Doing so has implications on how goal information displays for the current and future visits.

Completing the Progress Evaluation

You may add information needed to complete the progress evaluation using either of the following two methods.

  • Entering additional progress evaluation information using free text:

  • Entering additional progress evaluation information using the topic picklist:

Signing Off

After the additional information is entered, sign off on the visit and select the appropriate report format for the report.

Click here to move×