To open this feature, it is client specific, so you must have a patient’s chart already selected. Search for “Client Abbreviated Notes Report [Client].”
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.35.00-AM.png)
Client Abbreviated Notes Report allows users to generates a compiled list client service notes within a CDAG and across associated programs. It allows filtering based on program, procedure code, author name and start/end dates. It also pops up as a second screen, to facilitate a “pseudo” split screen and allow to search and read historical notes while having the main SmartCare screen open.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.36.00-AM-1024x291.png)
The default is to have “Select All,” but if you want to look for a specific or set of type of notes, you can filter by selecting the relevant type of notes.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.37.12-AM.png)
For any note that uses a psych note template, then it will pull in from the “Psych Note Chief Complaint” and “Psych Note Plan” sections.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.39.51-AM-1024x37.png)
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.39.37-AM-1024x90.png)
For notes that use the progress note template, then it will pull from the” Progress Note Information” and the “Progress Note Care Plan”.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.39.51-AM-1024x37.png)
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.40.36-AM-1024x102.png)
For Notes that use the narrative note template, then it will pull in the entire section. If there is a desire to see the entire note, then user will need to open that specific note up separate from the Services/Notes or Document Screen.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.39.51-AM-1024x37.png)
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.40.16-AM-1024x123.png)
This Report can also be added a “Favorite” by clicking on the Star with a “+” in the upper right corner. It will then show up in your “Favorite” List.
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.20.26-PM-1024x287.png)
![](https://2023.calmhsa.org/wp-content/uploads/2023/10/Screenshot-2023-10-23-at-12.17.27-PM.png)