Reviewing Progress Notes from CP Central

 

1. Under "Items In Progress" select the P icon and then "Ready for Review".

 

 

2. There are several options for reviewing the progress note. You can review it from CP Central, Bulk review it, or review it in the client profile. To review it from CP Central, select the arrow to open the note.

 

 

3. The selected Progress Note will open in the same window. Scroll up and down to review the note. You can also add a Message to the note.

 

 

4. At the bottom of the progress note you can review the note, add an addendum or return it to the note writer.

 

 

5. Another review action is the "Bulk Action". You can select a single note or Select All at the top. Once the notes are selected, click "Bulk Action".

*Bulk Action items are only available to those with Bulk Review Privileges. See here: Enabling Bulk Review Privileges

 

 

6. The Bulk Action Modal allows you take the same action on multiple notes at once. You can add an addendum, add a message, sign or return. Select "Save" when finished.

 

 

7. The last review option is to use the Progress Note icon (paper) to navigate to the Progress Note page in the Client Profile.

 

 

8. From the Progress Note page in the Client Profile, scroll to the bottom to return, sign, or add an addendum.