Introduction
Progress notes allow you to update the status of an action without completing it. Use progress notes to keep your team informed about ongoing tasks, document partial completion, clarify next steps, or flag issues that need attention before an action can be closed.
Before You Start
- You must have access to view the action (actions are visible to all members of teams associated with the patient)
- The action must be open (you cannot add progress notes to completed actions)
- No special permissions required -- all team members can add progress notes to any action they can view
Steps
From My Actions
- From the sidebar, click My Actions
- Locate the action you want to update in the table
- Click the kebab menu (⋮) at the right of the action row
- Select Update Progress from the dropdown menu
- A dialog box appears titled "Update progress on action [action name] for patient [patient name]"
- Review the Previous updates section (if any notes exist) to see the action's history
- In the New update field, type your progress note
- (Optional) Add file attachments using the Attachments section if you need to include documents, images, or other files
- Click Submit
- The dialog closes automatically and the action refreshes to show your new note
From Action Detail View
- Navigate to My Actions and click on any action row to open the full action view
- Click the kebab menu (⋮) in the top navigation bar
- Select Update Progress
- Follow steps 5-10 above
From Patient Actions Tab
- Navigate to a patient (from My Patients, a team view, or search)
- Click the Actions tab
- Locate the action in the patient's action list
- Click the kebab menu (⋮) on the action row
- Select Update Progress
- Follow steps 5-10 above
From Team or Organisation Views
You can also add progress notes from:
- Team Actions tab: Navigate to Teams → select a team → Actions tab
- Organisation Actions tab (Administrators only): Navigate to My Organization → Actions tab
The process is identical -- click the kebab menu on any action row and select Update Progress.
Tips
- Progress notes don't close actions -- the action remains open and assigned to the same person. Use progress notes to document work in progress, not to complete tasks
- Include specific details -- explain what you've done, what's outstanding, and any blockers. Good progress notes help handovers and team communication
- Attachments are preserved -- any files you attach are permanently associated with that progress note
- The assignee is notified -- if you add a progress note to someone else's action (and they're on duty), they receive a push notification: "[Your name] has added a progress update to one of your actions"
- All notes are visible -- the "Previous updates" section shows the complete audit trail with timestamps and author names. This ensures transparency across the team
- You cannot edit or delete progress notes -- once submitted, they become part of the permanent record. Double-check before clicking Submit
- Empty notes are blocked -- the Submit button is disabled if the new update field is empty or contains only whitespace
Common Use Cases
- Partially completed tasks: "IDL prepped, awaiting follow-up clarification from consultant"
- Delays or blockers: "Patient scan postponed to tomorrow due to equipment fault"
- Handover information: "Bloods taken at 14:00, results pending. Chase if not back by 18:00"
- Status updates: "Patient family contacted, meeting scheduled for Friday 10:00"