Sending Progress Notes to PointClickCare

If you have an active PointClickCare integration, Welbi can automatically push progress notes through to a resident's record to keep the rest of the team up to date.

There are three scenarios in which Welbi will automatically push a progress note through to a resident's record in PointClickCare: 

1. When an assessment has been published
   When you publish an assessment in Welbi, a PDF version of the published assessment is automatically uploaded to the resident's Misc tab in PointClickCare, and a progress note is created to let team members know that an assessment has been uploaded.
2. When an Engagement Insight Report has been uploaded
   Welbi uploads an engagement insight report to every resident's Misc tab in PointClickCare on the 1st day of each month, and a progress note is created to let team members know that a report has been uploaded.
3. When a note is manually added to a resident's Summary page in Welbi
   If a note is added to a resident's summary page in Welbi, a progress note containing this information is created in PointClickCare.
4. When attendance is entered for a resident (OPTIONAL)
   If you wish, Welbi can also create a progress note when attendance is entered for a resident in Welbi. You can choose to send a progress every time attendance is entered, or only when certain engagement levels are selected (e.g., Disengaged).

By default, progress notes sent by Welbi will appear in the Practitioner Notes section of the resident's record. If you'd prefer to have them appear in the Progress Notes tab, you'll need to  create a custom progress note type and template for Welbi notes by following the steps described in this article.