Progress Reports

The Progress Reports feature enables you to send monthly reports without having to send clinical notes.

From any client’s record, click “Progress Reports.” In the window that opens, all progress reports that have been created to date for that client will be displayed on the right. Simply select the date of the report you wish to view.

If you have not created a progress report yet, complete the report title, the date of the report, and the period to which the report applies. To create a new progress report, click the Add New button. Enter the date of the report and the period for which the report applies. When you’ve done this, click Review to enter information in the progress report.

Date of Report

Problem Addressed

Select a problem from list to view current objectives for the problem.

Always add the primary problem addressed during the session first; the associated diagnosis for the appointment will be linked to the first problem entered for the progress note.

Diagnosis

Select the appropriate diagnosis for the session. If there is no diagnosis associated with the current problem, click the arrow button to view client diagnoses.

Objective(s) Addressed

Once a problem has been selected, Pathways will list all current objectives for the client that apply to that problem. Select an appropriate objective that was addressed during the session. If you have not created a treatment plan, you can type in objectives for the progress note, but they won’t be linked to a treatment plan. Methods cannot be typed in.

Associated Methods

For the selected objective, select an associated method that was used or addressed in the session.

Therapeutic Intervention

Select the appropriate intervention from the options, or select “Other” and type in a description.

Client Participation/Action

Indicate the client’s action or participation in work toward achieving the indicated objective.

Client Progress

From the list, indicate the client’s progress toward achievement of the indicated objective: None, Minimal, Moderate, Considerable, or Completed. This list is not editable.

Remarks

Enter any remarks or notes pertaining to the selected objective and the client’s participation or progress toward achieving it.

Clinical Impression/Notes

For any areas which were not described in another portion of the note, provide a narrative here.

Plan

Type, or select the appropriate plan from the dropdown list. Right-click to edit the list of available plans.