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Using Progress Notes

Steps to view, search, filter, and print progress notes for a resident.

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Written by Jessica Smith
Updated over a week ago

Progress notes give a chronological record of all information entered for a resident. You can search, filter, reorder, and print notes to quickly find the details you need.


Access progress notes

  1. Open the Point of Care system.

  2. Select the resident you want to view.

  3. Click the Progress Notes tab.


What progress notes include

Progress notes automatically gather entries from:

  • Charts

  • Care plan reviews and evaluations

  • Completed or reviewed assessments


Search and filter notes

You can refine the list to find specific information:

  • Keyword search – type a word or phrase to locate matching notes

  • Filters – narrow results by:

    • Note type

    • Author

    • Time range


Order and print notes

  • Choose how notes are displayed: Newest first or Oldest first.

  • Use the Print option to print the notes currently shown on the screen.

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