Follow-Up Notes (Discharge Module)

The Discharge module is where you discharge consumers from agency programs, or enter/maintain/review discharge-related records. 

 

Permissions Required

The Discharge module (and Follow-Up Notes feature) is available to users with the following permission:

  • Program Chart Access
  • Display Any Chart Records Buttons
  • Display Chart Records Discharge Button
  • Display Chart Records Services-Individual Button

 

 

Follow-Up Notes

The Follow Up Notes feature provides a secondary point of access to the Services - Individual module's Progress Notes feature. The Follow-Up Notes feature limits data entry to notes for discharged clients only. Once written, follow up notes can be viewed or edited from within both the Follow Up Notes feature or from within the Services - Individual module's Progress Notes feature.

 

 

Step-by-Step Instructions

Entering/Updating a Progress Note

Electronically Signing Progress Notes

Deleting a Progress Note

Viewing a Progress Notes Report

Viewing a Progress Notes Viewing Report

Using the Progress Notes ReportBuilder

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