Procedure Group Note

A Group Note is a single clinical note made for multiple procedures completed on the same day, by the same provider.

In the Chart Module, highlight multiple procedures set complete on the same day. Right-click and select Group Note.

A Group Note shows in the Progress Notes section of the Chart Module after the last procedure it is attached to. Group Notes can only be created for procedures that have been set complete and have the same procedure date.

The Group Note is stored in the database as a procedure.

Procedure Date: Date of the selected procedures. Field is read only. To change the procedure date, see Edit Procedure.

Date Entry: Read only. Date the Group Note was created. Auto-generates today's date for new Group Notes.

User: The user tied to the Electronic Signature. By default this is the logged-on user. To override, click [...] and enter log on credentials.

Auto Note: Click to select and complete Auto Notes.

Notes: Enter the Group Note.

Signature/Initials: Electronically sign the note. The signature is connected to the user listed above the Notes area.

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

Delete: Delete the Group Note.

Right-Click the text box for additional options.

Aggregate Group Notes

Aggregate Group notes allow users to create a Group Note that combines notes started on individual procedures.

When the preference When creating a Group Note, aggregate procedure notes is enabled and a Group Note is created:

See our video: QuickTip: Using Aggregate Procedure Notes.

Invalid Group Notes

Invalid Group Notes are created when Procedure Lock is turned on.

Invalidated Group Notes cannot be edited or deleted. Users can select the same procedures to create a new Group Note.