Procedure Group Note

In the Chart Module, press Ctrl and highlight multiple procedures. Right click and select Group Note.

A group Note is a single clinical note made for multiple procedures in the Chart Module. All procedures must be set complete, have the same date, and have the same provider. Group notes show in the Progress Notes after the last associated procedure.

The group note is stored in the database as a procedure.

User: The user tied to the electronic signature. By default it will be the logged-on user. To override, click [...] and enter log on credentials.

Auto Note: Select and complete Auto Notes.

Notes: Enter the group note. If attached procedures have default procedure notes, they will be combined into one group note and appear in the Notes text box. This behavior can be changed in Chart Module Preferences, Procedure Group Note Does Aggregate.

Signature/Initials: Electronically sign the note. The signature will be tied to the user listed above the notes area. If a note is edited later, the signature will be cleared. See Electronic Signatures.

Procedures: The procedures attached to this group note. The columns that display can be customized in Display Fields.

Aggregate Group Notes

Aggregate Group notes allow you to create a group note that pulls in procedure notes started on individual procedures. The preference is enabled from Chart Module Preferences by checking the box for Procedure Group Notes aggregate.

When the preference is enabled and group note is created:

See our video: QuickTip: Using Aggregate Procedure Notes.

Invalidated Group Notes

These are created if you have turned on Procedure Lock, which is not recommended. Invalidated group notes cannot be deleted.