Skipping Option on Daily Note and Progress Note

If it is asking for a Daily Note, this can be skipped. 😊 There is a column on the Document tab -> Daily Note or in Document tab -> Progress Note (depending on type of document that was needed for this visit)

If the No was selected, it would remove it from this list. It does not remove the document if you need to complete it at a later time.

You can uncheck to filter to see all documents that may be been skipped. To add it back to your list, Click on the Yes


If your document does not have the option to Select No, this mean the document has already been started. 

You can delete the document by Clicking on the Action in the first column and using the Action Menu to Delete the document (this cannot be completed on an Approved document or in the View action)

This is not a requirement, but it will assist you in keeping the report clear so you know what needs to be completed.

As a friendly note to remember the following document will populate, but is not required to fill out:

  • Eval slot: Eval, Daily Note 
  • Non-eval slot: Progress Note, Daily Note, Discharge