Entering a Progress Record separate from a Service Session in Case Manager

To enter an ad-hoc Case Note, see Entering a Case Note separate from a Service Session in Case Manager.

To enter a Delivered Support, see Entering a Delivered Support separate from a Service Session in Case Manager.

Progress Records can be entered via the Add Documentation icon:

Add ad hoc

The icon is available from: 

  • My Page
  • Sign Page
  • Approve page
  • Location Review page
  • Provider Review page
  • Documentation Review page
  • Consumer page
  • Consumer Card

Entering a Progress Record 

  1. Clicking anywhere on the Add Documentation icon displays the documentation type choices. 
  2. Select Progress.
  3. If you are selecting the Add Documentation icon from your My Page Toolbar, you’ll be presented with a record for the first person in your Consumer Quick View list.  To select a different consumer, use the directional arrows to move forwards or backwards to find the consumer for the case note.

    ad hoc select consumers
  4. If you select Add Documentation from a Consumer page, you will automatically have that consumer selected.
    • The Reported On date defaults to today’s date.  Change the date if necessary.
    • You can enter the time the progress was observed or leave blank.  If left blank, 12:00AM will display as a default after you’ve saved the record.
    • Enter a Note, Measurement, and/or Intervention as necessary.
    • Select Save & Close when finished.
  5. Select Save & Close
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