Viewing a Progress Notes Viewing Report

The Progress Notes Viewing Report shows which users have accessed and viewed progress notes in the last 5 days (for all note writers) or 14 days (for a single note writer). It can be useful for keeping track of who is reading consumer notes for auditing and supervisory purposes. You'll find this report in the Reports module. 

1. From the left-side global navigation menu, select Reports. 

2. The Reports Index will display. Select the correct program in the Program drop-down menu, and locate the Note Viewing Report. Click on the report. 

3. The Progress Notes Report Selections page will display. 
4. Select "All Writers" from the Writer drop-down menu. 
5. Select "All Clients" from the Client drop-down menu.
6. Date Range:
   1. If "All Writers" is selected, the date range can only be up to 5 days.
   2. If a single writer is selected from the Writer drop-down menu, the date range for the report can only be up to 14 days.
7. Click Note Viewing. The report will display on the Progress Note Viewing Report page.
   1. The contents are read-only and include:
   • Viewer
   • Client
   • Writer
   • Note Type
   • Encounter Date
   • Note Written Date
   • Note Seen On Date
   • # of Times Viewed
   • # of Times Note Was Viewed At Least Once By Each Viewer