Progress Reports

10/26/2020

Start & End dates
When starting a new Progress Report, students must select the appropriate Start & End dates for "Summarize Sessions Between." The Progress Report will pull the Long Term Goals, Short Term Goals, Data Fields and charts from all SOAP notes with session dates between the Start & End dates.

Progress Reports for one semester only

Select first day of semester as “Start date”
Select a week or so after the last date of semester as "End date"
Give a little "wiggle room" for the End date in case a client reschedules a session. In order for the session data to be included in the Progress Report, the date must fall within the Start & End date.

Progress Reports for whole duration of treatment

Leave "Start date" and "End date" blank
All data for that client will be pulled into the Progress Report

Gray sections & Refresh Data
If a client is seen after their Progress Report has already been started, you can click "Refresh Data" to pull the most recent goals, data fields, and charts.

Clicking "Refresh Data" updates ALL gray areas in the Report. Because gray areas designate parts of the Progress Report that are pulled from the Client List, any new text that is typed into gray areas will be LOST when "Refresh Data" is clicked. We suggest typing in the white areas only.

If "Refresh Data" is clicked on accident, click "Backups" to retrieve the most recent version of the report.

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Report Track Changes

10/25/2020

Scroll down to watch a second video about Track Changes Steps & Permissions.

Track Changes Buttons

"Track Changes" toggle

"On" - text typed in the Report is "tracked." Tracked text is highlighted in green, blue, or red. Green is assigned to the first user to make tracked changes, blue is assigned to the next user, and red is assigned to the third user. This text does not appear on the final PDF Report until "Resolved."
"Off" - text typed in the Report is not "tracked." Text is black and does not need to be Resolved in order for it to appear on the final PDF Report

"Resolve All Changes"

All green/blue/red tracked text typed by ALL users turns black and will now appear on the final PDF Report

"Resolve Changes by (user’s initials)"

All green/blue/red tracked text typed by that specific user turns black and will now appear on the final PDF Report

Highlight text, right-click cursor, select "Comment"

Comment appears in the ledger on the left-hand side
These comments are tied to the specific text that was highlighted
When click "Show Highlight" the text that was highlighted is called out so that the user knows exactly which part in the Report the comment is referring to

"Add Comment"

Comment appears in the ledger on the left-hand side
These comments are not tied to any specific part of the Report and are meant to be more general

*These comments are helpful for notifying the student that the Report is ready to sign.

“Show Preview”

Shows what the PDF would look like IF all changes are Resolved

*This is helpful to see what the Report will look like when all changes are Resolved and it is complete

“Show Report”

Click “Show History/Comments” at the top of the Report
Click the “History” tab
“Show Report” button for each time the Report was submitted by any user
Shows what the Report looked at the time it was submitted

*This is helpful to see previous versions of the Report to see how it has changed over time

Track changes actions

Make edits directly in the Report:

Click "Track Changes" toggle button to turn it ON
Type directly in the report
Changes will appear highlighted in green/blue/red until "Resolved"
To resolve changes, click either "Resolve All Changes" or "Resolve Changes By "
Text will turn black and appear on the final PDF Report

*Typing directly in the Report is recommended for making edits that should appear on the final PDF Report.
*We do not recommend typing suggestions to the student in the body of the Report.

Give student suggestions for edits they need to make:

Highlight whole word or phrase
Right-click cursor
Select "Comment"
Type suggestion
Student can click "Show Highlight" to see the section of the Report this is referring to

*Right-click comments can be made with Track Changes turned ON or OFF
*Right-click comments are recommended for suggesting edits that you’d like students to make.
*Right-click comments are recommended if you want to ensure students see each and every comment

Turning Track Changes OFF

Track Changes can be turned OFF once all changes have been Resolved
After either "Resolve All Changes" OR "Resolve Changes by " for every user is clicked, the "Track Changes" button will become clickable and can be turned off
Once off, typed text will be black and and does not need to be Resolved in order for it to appear on the final PDF Report

*Turning Track Changes off might be helpful if the supervisor would like to make a small edit that they don’t want to be a “tracked” change

Track changes Permissions

All student & supervisors automatically have access to all "Resolve" buttons. They can resolve their own changes as well as any other user's changes on that Report.

If you do not wish for your students to be able to resolve any changes, please remove the "Resolve Track Changes" permission from their account in the Admin Panel.

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Therapist & Client Names in Schedule

10/25/2020

Therapist Names:
LN, FN Middle Initial
Therapist Names in the column headers:
FN Middle Initial LN

Client Names on main dashboard schedule and full schedule:
Last Initial, FN
Client Names on Edit Appointment page for users who have the editing permission:
LN, FN Middle Initial

For Clinical Administrators:
Middle names are no longer a required field for users, so please feel free to delete the “.” from each user’s account in the Admin Panel.

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Add a New User

10/14/2020

To Add a New User:
1. Click "View Admin Panel"
2. Click "Add User" (green button under the User tab in the top left)
3. Ensure you pick the correct user type.
4. Assign a Username (we suggest using their email address)
5. Create a unique password for their initial log-in. They will change their password upon first log in.
6. Complete the rest of the User information.
7. Assign User Permissions under the permissions section (Permissions explained at this link).
8. If needed, Restrict to Specific patients using the checkbox at the bottom.
9. Save - Create User using the Green "Create User" Button in the bottom right.
10. Contact us at ClinicNote to pay for your new user.

Important Things to Note:
We are best reached at either Info@ClinicNote.com or 701-219-4675. Please let us know how many users you've added and the best way to reach you.

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Progress Reports

Report Track Changes

Track Changes Buttons

Track changes actions

Track changes Permissions

Therapist & Client Names in Schedule

Add a New User

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