Progress generator

You can simplify the process of generating progress notes by using our progress generator. This tool takes into account the selected options from the different lists on the Daily log to produce accurate and comprehensive progress reports.

1. Open a Note

1. You will find this tool inside each visit. So you need to open a note:

2. Go to Today's progress

2. From the Daily Log tab, you need to go to the section Today's progress. There you will find the option to generate the progress, based specifically on the selections from the different lists above that section.

3. Generate progress

3. * Please remember this is not a substitute for professional judgment. Click "Confirm". The system will generate the progress:

4. And then you will have the generated progress, and you can add information as needed.

For Staff members

5. By default this setting is enabled for all agencies, but you can deactivate/activate it from Agency settings like this: