1 If you are finding that you are unintentionally creating duplicate copies of progress reports while saving please know that there is a way to avoid doing so.
*The charts and reports page has been updated since the image below was taken. The content in this guide is still applicable.
2 After setting up the report parameters as needed Click Run.
3 After running this progress report I have only entered the doctors name and contact email for the parent. Before doing too much work, Pathfinderhi recommends saving the progress report. Click Save.
4 Click Yes to accept the HIPAA Warning.
5 After giving the progress report the desired title click Save.
It may take some time to save but the pop up box should go away on its own. If it doesn't, close it using the X in the upper right hand corner. Do NOT repeatedly click Save.
6 STOP! Now that you have saved your progress report you will need to select the Refresh button on your browser (not pictured). The refresh button will redirect you right back into Pathfinder. Please continue...
7 After being directed back into Pathfinder open the Progress folder...
8 Click on the plus button to the left of the progress report option. This will display all previously saved progress reports including the one I just saved and need to continue working on...
9 Here is the progress report I saved. I will click on MH Progress Report 1.3.17 to open it and continue working on adding needed details.
10 I've added more details into my report and am ready to Save again. Since I followed steps 1 - 9 I know that these additional details will save to the one progress report I intended to save. Clicking on save will NOT create duplicates at this point.
11 Click Yes
12 You can see that the pop up box when I click Save looks slightly different than the first time. The report name is the name I assigned to the report. The system also gives users the option to "Save as New" if desired...
13 Since I need to save to the progress report I just created and saved I Click Save.
If I check the box for Save As New I would create another progress report.
14 I am going to click on the X in the upper right hand corner to close the report. You cannot see it but I will leave the system as if I am done working for the day...
15 When I log back in to continue working the report I saved, MH Progress Report 1.3.17, is available for further editing.
If you have any questions about saving after reading this guide please know you can call 877-972-8434 opt. 2.