Progress Notes

To manage detailed case recordings, documenting key interactions and updates related to the client's progress

You can view all progress notes written by yourself and other case workers under the 'Progress Notes' tab.

Progress Notes Tab

There are 2 types of progress notes:

• Global Note: accessible by other case workers known to the client.

• Sensitive Note: accessible only by other accredited social workers.

Search, Filter, Sort

Quickly find progress notes by:

• Searching by Title or Content.

• Filtering by Submitted by, Service, Attended on, Last updated or Activity type.

• Sorting by Last Updated (Newest or Oldest first) or Attended On (Newest or Oldest first).

Progress Notes - Filter

Progress Notes - Sort

Accredited Social Workers can search and filter for sensitive notes.

Compose Global Notes

Progress Notes - Global Note Editor

Write Global Note

To create a global note, click Add Note on the top right hand corner. This will open a editor similar to the experience of composing a new email in Gmail.

In a progress note, you are required to indicate:

• Title

• Time Taken (in minutes)

• Attended on

• Activity Type

Only 1 activity type is allowed per progress note.

• Who can view this note

  • You can choose having this note between "All Services" or "My Service Only" (See details below)

When writing a progress note, you can

• format your notes using basic styling options such as bold, italics, underline, headers, bullet points, numbered lists, and

• add attachment by selecting the icon or dragging and dropping into the compose window.

• add a template by selecting the icon e.g. PADI, General Assessment, Social Report

Progress Notes Templates

Progress notes are limited to 8,000 characters . Attachments added to a progress note will not be automatically saved in the 'Documents' tab.

Save as Draft

Drafts are automatically saved 10 seconds after you start typing, or after 10 seconds of inactivity. You can also manually save a draft by clicking Save as Draft in the bottom-right corner.

Publish

Once you're done, click Publish.

Write "My Service Only" Notes

Choosing “My Service Only” generates an AI summary upon publishing, which you can edit or use as-is.

The summary cannot be left empty and require minimally 100 characters.

Progress Notes - Summary

Once the note is published, you are unable to change the visibility of the note from "All Services" to "My Service Only" and only vice versa. Please create a new note instead.

Read "My Service Only" Notes

If a note is marked “My Service Only,” users from other services who also work with the client will only see the summary.

Progress Notes - Limited View

Compose Sensitive Notes

Progress Notes - Sensitive Note Editor

Write Sensitive Notes

To create a sensitive note, click the button next to Add Note in the top-right corner. Sensitive notes are easily identifiable by a red header in the compose window.

A sensitive note's title and activity type is visible to all users.

Also, it is recommended to publish a global note (excluding sensitive details) after writing a sensitive note, so that relevant information remains accessible to those who need it. Lastly, attachments can be added to sensitive notes (e.g., Child Safety Report), but only accredited social workers are allowed to download and view them.

Read Sensitive Notes

Progress Note- Non-accredited case workers reading a Sensitive Note

Click the author's name to view their email address , allowing you to contact them if needed.

Progress Notes - Author's information

Edit / Delete Progress Notes

To edit/delete progress notes, click the button:

• Edit - You can make changes to a published note at any time.

Progress Notes - Edit

• Delete - When deleting a note, you will be required to provide a reason. The note will remain visible in the Progress Notes tab for audit purposes, but its content will no longer be accessible.

Progress Note - Reason for Deletion

Progress Note - Deleted Progress Note shown for audit