Tutorial: Add a Daily Progress Note for a Child

Use this tutorial to add a daily a progress note for a child on the Progress Notes page.

Complete the following steps to perform this tutorial:

Display the Progress Notes page.

Progress Notes page (default view)

Progress Notes page (default view) for State/Coordinator role

Progress Notes page (default view) for District/Provider roles

NOTE: Depending on the method of access and your current permissions, the page displays differently and some information may be disabled or unavailable.

If no results are found, the table displays a single row containing the text: "No Records Found". For more information about tables, see the Tables topic.

Click the Add Daily button. The page refreshes and displays detailed information below the table.

Progress Notes page (add daily view)

Progress Notes page (add daily view) for District role

Progress Notes page (add daily view) for Provider role

Complete the following information as necessary:

In Provider Name, enter the name of the service provider. At least two characters must be entered, and you can enter up to 100 characters as necessary.

In Provider Specialty, enter the specialty of the provider. At least two characters must be added, and you can enter up to 40 characters as necessary.

In Service Date, enter the month, day, and year on which the service was administered. For more information about entering dates, see the Calendar Controls topic.

Created By displays the first and last name of the person who created the note.

Date displays the date on which the note was created.

In Progress Summary, enter the provider's summary of the child's progress. At least 1 character must be entered, and up to 1000 characters can be entered as necessary.

In Provider Comments, enter additional notes or details. At least 1 character must be entered, and up to 1000 characters can be entered as necessary.

In Reviewed Date, enter the month, day, and year on which the review occurred. For more information about entering dates, see the Calendar Controls topic.

NOTE: Asterisks (*) indicate which fields are required on the page. If required information is missing, an error message displays at the top of the page after saving the data.

Click the Save button. The page refreshes and displays the new information in the table.

Version 1.6