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Progress Note Alerts 1.0

There are several different Progress Note Alerts that will appear throughout the app when a Progress Note is needed for a patient. These can be seen in the following areas: Dashboard, Patient Chart, and Agenda.


The  At a Glance section on the Dashboard has a Needs Progress Note link where you can find a list of all patients that need a Progress Note.

Patient's Chart 

10th Visit Alert

Once the patient has 8 completed billable notes (visit) in the treating therapeutic discipline, the 10th Visit Alert alert will appear above the Records section of their chart.

Note: The alert calculates all completed billable notes (visits) in a particular discipline for the specified patient and is Not case-specific. So, a patient record with multiple cases could present the 10th visit alert even if the case itself is not approaching the 10th visit. This alert does not include any no-charge notes (visits) in the calculation.

For example, patient John has two PT cases one for neck pain and another for plantar fasciitis. The neck case has 6 completed billable notes (visits) and the plantar fasciitis case has 2 completed billable notes (visits) that total 8 billable notes (visits) in the patient chart for the PT discipline. The alert will occur in the patient chart once the 8th billable note (visit) is finalized.

  • A Progress Note is required after 9 Daily Notes (billable visits) are finalized in the patient chart to comply with Medicare documentation requirements.
  • Once the 9th note (billable visit) has been finalized, another alert will appear advising the therapist that a Progress Note is required. 
  • For Medicare patient's the Daily Note option will no longer be available from the Patient Record Actions drop-down. 
    In order to satisfy Medicare's 10th visit requirement, the last progress note should be Billable.
  • For Non-Medicare patient's you will still be able to add a Daily Note.
    • If the Primary or Secondary insurance is not Medicare and you would like to remove the alert, follow the instructions here to update the patient's chart and remove the alert.


A Progress Note alert (!) will also appear next to the patient’s name on the Agenda after the 9th billable note (visit) or when nearing 30 days in treatment.

You will also see the same alert icon on the patient’s appointment on the Scheduler.

Customizing Progress Note Alert Times

Progress Note Alerts for commercial/non-Medicare insurances can be set for days or visits between evaluative notes (Initial Examination, Progress Note, Re-examination, Re-certification note types). The standard setup is for the alert to trigger at 10 billable visits or 30 days. If there is another timeframe that would be better for your clinic, please contact our Member Support team.

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