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How to Complete a Progress Note

Progress notes must clearly record the support provided to the participant during your shift.

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Written by Gaurav
  1. Open the Care Diary app and select Reports from the bottom menu.
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  2. Scroll through the report options and select Progress Notes.
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  3. Select the correct Date.
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  4. Enter the Shift Start Time and Shift End Time.
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    ​Important: The progress note times must match your rostered shift times. For example, if your shift was from 3:00 PM to 5:00 PM, the progress note must also show 3:00 PM to 5:00 PM.
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  5. Select the correct Participant.
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  6. Enter your progress note in the Notes section. Record clear, factual and relevant information about participant.
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  7. You may select the sparkle icon in the bottom-right corner of the Notes box to use the AI feature to improve the wording. Always review the note afterward to ensure it remains accurate.
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  8. Review all information and select Create to submit the progress note.
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Always check the participant, date and shift times carefully before submitting your progress note.

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