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.

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.

Select the attendance status and verify that all other event details are accurate. You can add multiple services and staff members if needed.

Note: Session attendance totals will be shown for easy tracking and a quick overview of the attendance history.

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Diagnosis codes added to the client's profile or treatment plan will be available for selection within the progress note. You can manually choose any or all of them, making it easy to track and reference their diagnoses. 

Note: These codes will also appear in the PDF version of the note for clear documentation.

In the Treatment Plan Goals section, select a Treatment Plan from the dropdown. TiQ will automatically generate the client's treatment goals, objectives, and interventions from the selected client’s treatment plan.

Use the radial percentage selectors next to each Goal, Objective, and Intervention to indicate progress:

Available percentages: 0%, 25%, 50%, 75%, and 100%.
Click once to select a percentage. The value will auto-save.

Note: The last selected percentage will remain visible in default state for future reference.

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