> ## Documentation Index
> Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Note

> Read-only detail view for a single progress note with sign, co-sign, and addendum actions when the note status permits them.

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.

## 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.

## 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).

## 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`).

## Steps

<Steps>
  <Step title="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.</Step>
  <Step title="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.</Step>
  <Step title="Review clinical documentation">Read the Clinical Documentation card: Presenting Problem, Mental Status Exam Findings, Interventions, Member Response, and Plan / Next Session.</Step>
  <Step title="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`.</Step>
  <Step title="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`.</Step>
  <Step title="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`.</Step>
  <Step title="Navigate back">Click the "Chart" back button to return to `/cl/charts/:chartId`.</Step>
</Steps>

## Key concepts

<AccordionGroup>
  <Accordion title="Note status lifecycle">
    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.
  </Accordion>

  <Accordion title="Note types">
    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.
  </Accordion>

  <Accordion title="Linked PM encounter">
    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.
  </Accordion>

  <Accordion title="Error and empty states">
    Load error: destructive card with sanitized message. Note not found: "Note not found" empty-state card with `FileText` icon.
  </Accordion>
</AccordionGroup>

## Related

<Columns cols={2}>
  <Card title="Clinical" icon="stethoscope" href="/cl/overview">
    Overview of the Clinical core.
  </Card>

  <Card title="Governance & parity" icon="scale-balanced" href="/governance/index">
    Documentation coverage and governance.
  </Card>
</Columns>

<Note>
  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.
</Note>

<Accordion title="Documentation sources">
  * src/routes/cl.tsx
  * src/cores/cl/pages/ProgressNoteDetailPage.tsx
</Accordion>