How can I filter and organize my progress notes?
You can efficiently organize and access your progress notes using the filter options on each record’s progress notes page. Here’s how:
- By date or service episode: Quickly find specific interventions.
- Draft notes: Easily manage and complete your unfinished notes.
- Pinned notes: Pin important notes and print them as needed.
- Confidential notes: View and print sensitive information from your confidential notes.
- Intervention lead (for group organizations): See all interventions in shared records or display only your own.
When printing, only the notes that match your filters will be included, along with a count of the filtered notes. Use the refresh arrow to return to the full view of your notes.
Notes are always sorted from the most recent to the oldest based on the intervention date.
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