Printing Progress Notes from the Chart View

Owned by Daniel Smith
Jul 21, 2017
3 min read

While most/all programs mainly use a customized report (often called a "viewer") to display and/or print progress notes, they may also be viewed and/or printed from the client chart. This guide will cover the steps in doing that – please be aware, however, that the version within the client chart has not been customized by Telecare, and thus will print in a plain format without Telecare headers and formatting. That being said, all relevant progress note information should be contained. 

Step-by-step guide

To begin, you should pull up the client chart by first selecting a client from the Client/Staff widget on your Home View:

  1. Search for your client as normal in the client search bar and select them so they show in your "Recent Clients" area. Note that if the client is already showing in your "My Clients" area of the widget, you can skip this step. 

2. Once your client is highlighted in green, you can double-click to launch the client chart. Alternately, you can also right-click on the client for a sub-menu which will have an option of "Display Chart" which will serve the same purpose.

3. After the chart has launched, you should see your client's name and Avatar ID/MR# near the top left along with basic demographic information. 

4. While different programs will have different set ups, presuming the type of progress note your program uses has been added to your Chart View groupings, you should be able to find it on the left-hand side by name and clicking it will display progress note records in the middle of the screen. 

5. The display in the middle will display progress note records in date order, latest first, by default, and will also default to the current/latest episode if there are multiple client episodes. The red areas on the next screenshot are for:

a. Episode tabs - allows you to switch between different client episodes if available

b. Sort/Filter - allows you to change parameters to filter or sort the records. 

c. Add/Print All - allows you to "Add" a new record (which will launch a blank progress note form) or "Print All." Important: the "Print All" option will print ALL of the records currently displayed below. Initially for longer tenured clients this can be dozens or hundreds of records. Strongly advise to use the regular "Print" button or use the Sort/Filter to reduce your results before using the "Print All" option

d. Print - this will print the individual record that follows below the blue bar. 

6. Scroll down for more records, each separated by the solid blue bar which will display details on the progress note: date submitted/written, time submitted and the provider. Below that will be the details of the note and the body of the note itself. Again, the "Print" option on the right side of the bar will print the individual record represented by the information on the left. 


After choosing your printing option, the screens and selections that follow should match your normal printing routine. 

-END