From the navigation bar select Calendar iQ

Once on the Calendar, select the appointment needing a Progress Note

Select the Documentation icon from the event pop-up

From the menu, Select Progress Note 

The Session Progress Note form will appear

NOTE: TiQ will automatically generate the Client Name, Related Event, Date, Progress Note Type, Scheduled and Actual Start Time, End Time, and Session Duration.

‍Session Attendance Totals will show a count of attended sessions, no-shows, and excused absences

NOTE: The Form Type will be pulled from the ‘Choose default progress note type’ in the Practice Manager Settings. This settings will display the options Default, DAP note, SOAP note, and any custom progress note types from the practice.

Selecting a progress note type from the ‘Choose default progress note type’ dropdown field sets the ‘Form Type’ field in the progress note to the chosen type by default.

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NOTE: If 'Default' is selected, the ‘Notes Type’ field is removed from the progress note form.

Users can still change or select any other option from the ‘Form Type’ field when creating a progress note.

Session Attendance Totals will show a count of attended sessions, no-shows, and excused absences

Select the related Treatment Plan from the drop-down

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Select relevant fields by activating checkboxes within the Treatment Plan goals section

‍NOTE: TiQ will automatically generate the client's treatment goals, objectives, and interventions from the client’s treatment plan

Complete Detailed Visit Summary, Assessment of Client Response and Plan/Recommendations

NOTE: The notes left in the last progress note completed will populate into the new progress note, you can use this data for reference when completing the most current progress note

Once the Progress note is completed Save and Submit button or Save and Finish Later to finish later