How to add a progress note to an action?

Why add a progress note?

If you want to update an action because the situation has changed.

For example, if you were assigned an IDL to complete for tomorrow. You can update the action to signify that it has been prepped but the follow-up still needs to be clarified before the task is completed.

By updating actions you can ensure that there is transparency between your team regarding job completion and handover.

How to add a progress note:

  1. Navigate to the ‘My Actions’ view and click on a patient action.
  2. Use the context menu in the top right corner of the screen and click ‘Update Progress.’
  3. Add an update in the text box and submit.
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