The Progress Notes feature in the AWARDS Services - Individual module enables case managers and counselors to quickly and easily write narrative documentation of individual contact between consumers and agency staff. Progress note reports can also be viewed using this AWARDS feature.
Required Permissions
Use of the Progress Notes feature requires the following permissions:
- Program Chart Access
- Display Any Chart Records Buttons
- Display Chart Records Services - Individual Button
- MC Billing Notes Selection (required only if you will be selecting progress notes that report on contacts to be billed to Medicaid)
Note: Permissions are assigned using the Permissions Maintenance feature. If you do not have access to that feature and need a permission listed above, please contact your local Help Desk for assistance.
Additionally, please keep in mind that:
- Though users can view progress notes written by others using report mode, they can only update and delete progress notes they themselves have entered. An exception is made for users with the "Surrogate Data Entry - Progress Notes" exception override permission.
- If you will be electronically signing progress notes, you must have completed the e-sign setup process to record your PIN and signature images (if applicable) in AWARDS. For more information, see the Electronic Signature Setup page.
Progress Notes-Related Instruction Pages
Entering / Updating a Progress Note
Electronically Signing a Progress Note
Viewing a Progress Notes Report
Viewing a Progress Notes Viewing Report (Which users have viewed progress notes over a specific time period?)
Using the Progress Notes ReportBuilder
Additional Progress Notes Reports
The following report, while not located within the Progress Notes feature itself, can be a useful tool for reviewing services information.
- Service Contacts ReportBuilder - Located in the Reports module. This is used to generate custom reports of individual and group services.
Frequently Asked Questions
We have a long list of FAQs that you can review on the Progress Notes Frequently Asked Questions page.
Related Documents
Selecting Notes for ACT and CR Programs - Instruction Sheet
PWDD Services for MSC Programs - Instruction Sheet
Removing Electronic Signatures - Instruction Sheet
Other Helpful Resources
Training Films & Demonstrations
- Writing a Service Plan Linked Note (6 min)
- AWARDS Orientation: Progress Notes Data Entry (6 min)
- AWARDS Orientation: E-Signing Progress Notes (5 min)
- AWARDS Orientation: Editing Progress Notes (2 min)
- AWARDS Orientation: Deleting Progress Notes (2 min)
Enhancement Request Forms
Several aspects of the Progress Notes functionality are configurable. If you are interested in learning more about available options and/or would like to move ahead with configuration, download the following request form, complete the progress note-related portions, and then submit the form to requests@footholdtechnology.com.