The Menu¶

The Prognotus menu has 5-7 categories depending on the level of access.

First two tabs will be used the most.

Dashboard	Clients
	Caseload
	Favorites
	All Clients
	Clients by Funder

The third will help you lookup/manage Progress Notes.

Progress Notes
Recent
Incomplete
Drafts
Search
Follow-up
Caseload Unreviewed
New Unreviewed
All Unreviewed
Pass

The remaining tabs are less useful to most users.

User	Team	Reports	Billing	Admin
Time Card	Team List	Print/PDF	List Billings	Current Users
Caseload Billable Activity	Group Billable Activity	CSV Export	New Billing	List Users
Caseload Plans	Client Plans	Charts		Add Client
My Client Plans				Admin Dashboard
				Service Types
				Add User

Help menu contains links to this manual.

Help
Manual

Dashboard¶

The Prognotus Dashboard, like the dashboard of a car, is designed to give the user with at a glance information. Contents of the Dashboard may vary by a user’s group.

Status and Updates¶

Displays important messages.

Progress Notes¶

Displays your total notes marked “Incomplete”. These are notes that need fixed in some way (e.g. rewritten, finished). Those in the QA group will see a total count of all notes in the current group marked “Incomplete” as well as “Needs Review”. Old drafts are also displayed here.

Recent Progress Note Comments¶

Displays comments made on any notes you have written. Once a QA person has commented on a note, standard users are able to add additional comments to the note.

Events¶

Displays the oldest five Events that have not been linked to a Progress Note, and also provides a total count of unlinked notes.
Lists the last seven days of jail Events for the current group.

Plans¶

Displays the five oldest expired Plans that you created, and a total expired count.

Clients¶

Caseload¶

Lists the Clients that have been assigned to you (your caseload).

Favorites¶

Lists the Clients that you marked as a favorite.

All Clients¶

Lists all clients in your current group.

Progress Notes¶

Recent¶

Lists your Progress Notes starting with the most recently updated.

Incomplete Notes¶

Lists Progress Notes that are tagged “Incomplete” in the Quality Assurance review process.

Drafts¶

List notes that you have saved as a draft.

Search¶

Provides a form for searching Progress Notes.

Follow-up¶

Lists Progress Notes that are tagged “Needs Review” and have been commented on by the QA user. Used only by the QA group therefore not visible to all users.

Caseload Unreviewed¶

Lists Progress Notes that are tagged “Needs Review” in the QA users caseload. Used only by the QA group therefore not visible to all users.

New Unreviewed¶

Lists Progress Notes that are tagged “Needs Review” and have not been commented on by QA. Used only by the QA group therefore not visible to all users.

All Unreviewed¶

Lists Progress Notes that are tagged “Needs Review”. Used only by the QA group therefore not visible to all users.

Pass¶

Provides a form for QA Administrators to set the QA Tag on Progress Notes by date range to “Pass”.

User¶

Tme Card¶

Basic time entry and time card creation. See Time Card.

Caseload Billable Activity¶

Lists Progress Notes marked “Billable” with time totals of clients in your caseload.

Caseload Plans¶

Lists Client Plans you in your assigned caseload.

Client Plans¶

Lists Client Plans you own/created.

Team¶

Team List¶

Lists your group/team members, each user’s caseload, and provides a link to each user’s Progress Notes.

Group Billable Activity¶

Lists Progress Notes marked “Billable” with time totals of clients in your current group.

Client Plans¶

Lists Client Plans for the current/active group.

Reports¶

Print/PDF¶

Provides a form for creating a PDF documents suitable for printing. Fields used are dependent on the report.

CSV Export¶

Provides a form for creating a comma-separated values CSV file, which can be opened in any spreadsheet program. Fields used are dependent on the report.

Charts¶

Bar graphs showing Face-to-Face, Attempted Face-to-Face, and Telephone contacts.

See Reports for more information.

Billing¶

The billing menu is available to user who are members of the Accounting group.

List Billings¶

List billing history for the current group.

New Billing¶

Provides the form for new billing for the current group.

Admin¶

Admin menu is not available to all user groups.

Current Users¶

List users who currently have unexpired Prognotus sessions.

List Users¶

List users who have you listed as their supervisor. Lists all users if logged in as an administrator.

Add Client¶

Provides users, with appropriate permissions, a form to add new clients.

Admin Dashboard¶

Administration page for those in the admin group.

Service Types¶

Lists Prognotus Service Types. Groups with appropriate permissions may rename or add Service Types.

Add User¶

Visible to those in the Administrator group. Provides a form to add new users.

See Administration for more information.