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Documentation Index

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The Note screen at /cl/charts/:chartId/notes/:noteId displays the full detail of a single progress note and provides sign, co-sign, and addendum actions based on the current note status.

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Overview

The page loads a note by noteId via useProgressNoteDetail and resolves the linked PM encounter via useEncounterContext. The note header shows note type (Progress Note, Addendum, Outpatient, Residential, IOP/PHP), service date, duration in minutes, and diagnosis code. A status badge reflects one of: draft, completed, signed, cosigned, amended, addendum. Session Details display service date, begin/end time, duration, diagnosis, service line, place of service, and telehealth fields when applicable. Clinical Documentation fields render: Presenting Problem, Mental Status Exam Findings (when present), Interventions, Member Response, and Plan / Next Session. A Signatures card appears when signed_at or cosigned_at are populated, showing timestamp and credentials badge. A linked-encounter alert links to the PM patient when encounter_id and patientId are present.

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Who it’s for

Requires permission: cl.progress_note.view Additional actions require: cl.progress_note.sign (Sign button), cl.progress_note.cosign (Co-sign button), cl.progress_note.create (Add Addendum button).

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Before you start

  • Must hold cl.progress_note.view.
  • Navigate here from the Notes tab of a Patient Chart (or any direct link to /cl/charts/:chartId/notes/:noteId).

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Steps

1

Open the note

Navigate to a patient chart, open the Notes tab, and click a note row. The note detail page loads with the note type and status in the header.
2

Review session details

Read the Session Details card: service date, begin/end time, duration, diagnosis code, service line, place of service, and telehealth details when present.
3

Review clinical documentation

Read the Clinical Documentation card: Presenting Problem, Mental Status Exam Findings, Interventions, Member Response, and Plan / Next Session.
4

Sign the note (if permitted)

When status === 'completed' and you hold cl.progress_note.sign, the Sign button is active. Click it to open ProgressNoteSignDialog.
5

Co-sign the note (if permitted)

When status === 'signed' and you hold cl.progress_note.cosign, the Co-sign button is active. Click it to open ProgressNoteSignDialog.
6

Add an addendum (if permitted)

When the note is finalized (status is signed, cosigned, amended, or addendum) and you hold cl.progress_note.create, the Add Addendum button is active. Click it to open ProgressNoteAddendumDialog.
7

Navigate back

Click the “Chart” back button to return to /cl/charts/:chartId.

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Key concepts

Status values observed in code: draft → completed → signed → cosigned. amended and addendum are also valid finalized states. Sign is available only from completed; co-sign only from signed; addendum only from any finalized status.
Note type labels rendered in code: progress → “Progress Note”, addendum → “Addendum”, outpatient → “Outpatient”, residential → “Residential”, iop_php → “IOP/PHP”. Unrecognized types fall back to the raw note_type value.
When encounter_id is populated, useEncounterContext resolves encounter type, status, service date, and telehealth flag from the PM core. An alert banner links to the PM patient record when patientId is available.
Load error: destructive card with sanitized message. Note not found: “Note not found” empty-state card with FileText icon.

Clinical

Overview of the Clinical core.

Governance & parity

Documentation coverage and governance.
This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/cl.tsx
  • src/cores/cl/pages/ProgressNoteDetailPage.tsx