How to see a summary of a Client’s Services Notes using Client Abbreviated Notes Report

Once you have selected the client, search for Client Abbreviated Notes Report. You can save this as a favorite.

This report can be used as a pseudo split screen that can be open while the SmartCare mainframe is running. This allow for users to see any service notes available within a CDAG and filter by program, procedure code, author and dates. 

Of note, from the psych note template, only the text fields for chief complaint and plan are pulled into this report. Therefore, if other data fields are needed, will need to go back to original document.  For other note templates, all textbox fields will pull into report. 

You can save your filters as a Favorite