Enter Progress Reports and Print - Level 2-4

This guide shows how to quickly create, save, and finalize progress notes so they’re included on the printed report and properly recorded as delivered. It explains selecting goal status, adding comments, marking notes for print, and using delivery options to complete and print the report.

Melanie Johnson
12 steps
2 minutes

Greenbushbackpack

Click here.

Click "Progress Reports"

Make a selection from the Select An Option drop-down menu.

Enter comments for first progress note.

A progress note will be included in the progress report if the Include in Print? option is checked.

Click "Save"

Click '+' to add another progress note. Enter the progress report and Save.

Click 'Save All' to save all progress notes.

Click printer icon to open delivery options.

Select the delivery method.

Enter date in 'Date Delivered/Sent:' field.

Click 'Save All and Print Progress Report' to complete.