Prognotus Documentation:

Prognotus is case management software for human service organizations. It aims to ease note taking, information sharing within the organization, and goal tracking.

Getting Started with Prognotus

• HIPAA Compliance & Computer Security
  • Access Policy
  • ePHI Privacy & Prognotus Use
  • Working at Home
• Prognotus Requirements
  • Internet Connection
  • Computer Hardware & Software
  • Web Browser

Prognotus Basics

• Logging In
  • Login Box
• Overview
  • Quick Start
  • Your Prognotus Profile
• The Menu
  • Dashboard
  • Clients
  • Progress Notes
  • User
  • Team
  • Reports
  • Billing
  • Admin

Using Prognotus

• Clients
  • Working with Clients
  • View Client
  • Edit Client
• Progress Notes
  • Search Notes
  • Edit/Add Note
  • Progress Note Validation Errors
  • Linking Event(s)
  • Note Comments
• Plans
  • Edit/Add Plan
  • Goals
  • Objectives
  • Steps
  • Transferring a Plan
• Events
  • Edit/Add Event
  • Events History
  • Delete Event
  • Linking a Progress Note and Event(s)
• Reports
  • Print/PDF
  • CSV Export
• Time Card
  • Simple Time Entry
  • Time Card Creator

Prognotus Advanced Use

• Prognotus Groups
  • Agency Roles & Prognotus System Group Assignments
  • Prognotus Administrator
  • Prognotus Manager
  • Prognotus Supervisor
  • Prognotus Quality Assurance
  • Prognotus Quality Assurance Admin
  • Prognotus Case Manager
  • Prognotus Standard User
  • Prognotus Guest
  • Program Groups
• Administration
  • Current Users
  • Working with Users
  • Add Client
• Administrator Only Functions
  • Service Types
  • Add Users
• Quality Assurance
  • Quality Assurance Workflow
• Permissions & User Access
  • Groups & Permissions
  • Step Access
  • Activity Type Access
  • Client Access
  • Event Access
  • Goal Access
  • Objective Access
  • Plan Access
  • Progress Notes Access
  • Service Type Access
  • Users Access

Appendix

• FAQ
  • I lost my progress note. Can I get it back?
  • I clicked save after working on a note and it took me back to the login screen, did I lose my progress note?
  • I created a note for the wrong client. Can I change it?
  • How do I find a progress note’s ID?
  • Can I delete a progress note?
  • How do I clear the browser’s cache?
  • Why don’t I have access to certain clients?
• Glossary of Terms

HOWTO

• Mailing Labels

Quick References

• Military Time Cheat Sheet
• Visual Elements
  • Icon Descriptions
  • Alert Notification Levels
• Keyboard Shortcuts
  • Calendar Widget
  • Browser Access Keys
  • Prognotus Access Keys

Prognotus Manuals

Use HTML Manual from any browser for on-line reading.

Use PDF Manual for off-line reading on a computer.

Change Log

• Prognotus Changes
  • 1.1 Changes
  • 1.0 Changes
  • 0.9 Changes

Indices and tables

• Index
• Search Page