Chapter Ten - Progress Notes

The Progress Notes function allows the user to enter private or public progress notes pertaining to the participant's case work. Once added, progress notes cannot be edited. Click Participant then click Progress Notes to access the Progress Notes - Add screen.

Progress Notes screen

Progress Notes - Add

Data fields with an asterisk (*) are required.

Progress Notes - Add screen

  1. Select the Confidential Type from the drop-down menu.
  2. Enter the Progress Note Date.
    • Click the Date Selector button to display the drop-down calendar.
  3. Enter the Progress Note Text.
  4. Click Save. The system will return to the Progress Notes screen with the added progress notes.
    • Click Cancel to cancel the screen and return to the Progress Notes screen.

Chapter Eleven