Multi-Select Assessments for Provider Notes with Single- and Multi-Instance Support

What’s Newnew_symbol-1

  • Multiple eligible Assessments can now be selected using checkboxes and added to a Provider Note with a single Accept action.
  • The Assessments list displays the applicable Date, Questionnaire, Result, and Category for each Assessment.
  • Selected Assessments are added to the Progress Note together and rendered individually under their questionnaire names.
  • Each linked Assessment includes its applicable responses, scores, and screening result.
  • Assessments already associated with another Provider Note are displayed as disabled and cannot be selected.
  • Assessments already associated with the current Provider Note appear selected and can be reviewed or managed from the same list.
  • Added filtering options to help locate Assessments by:
    • Questionnaire
    • Category
    • Created By
    • Date Range
  • A Search action and Total Records count are available within the Assessment listing.
  • Added a dedicated Assessments tab alongside the Assessment forms.
  • Users can complete a new Assessment and then switch to the Assessments tab to select it for the Provider Note without leaving the current workflow.
  • Provider Note templates now support both single-instance and multi-instance Assessment configurations.
  • No new permissions are introduced.

How It Works 

  • Open the applicable Provider Note.
  • Navigate to Current Provider Note > Assessments > Add.
  • The Assessments window displays the patient’s available Assessments with a checkbox for each eligible record.
  • Use the available filters or Search functionality to locate the required Assessments when needed.
  • Select one or more eligible Assessments using the checkboxes.Picture8-1
  • Select Accept once.
  • All selected Assessments are added to the Progress Note together.Picture9-1
  • Each Assessment is displayed under its questionnaire heading with its applicable responses, score, and result.

Benefits

  • Reduces repetitive steps when several Assessments need to be documented within the same Provider Note.
  • Allows multiple Assessments to be linked with a single Accept action instead of adding them individually.
  • Provides clearer visibility into which Assessments are already associated with the current or another Provider Note.
  • Makes it easier to locate Assessments through filters and Search.
  • Keeps Assessment completion and selection within a single tabbed workflow.
  • Provides template flexibility through single-instance and multi-instance Assessment components.
  • Preserves existing Provider Note and Assessment behavior while improving documentation efficiency.
  • Helps reduce the risk of Assessment documentation being missed when multiple concurrent Assessments are involved.