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Progress summary tutorial

Generate clean, audit-ready Progress Summaries in Chart4Me for weekly updates—or when you’re under pressure during a CMS / RAC audit and need to justify skilled services. In this tutorial, I’ll show you the fastest workflow when Chart4Me is used consistently, plus an easy workaround if not everyone is documenting in the app. ✅ What you’ll learn: How to create progress summaries for weekly progress notes How to build a stronger Comprehensive Summary for audits The “3 assessment” method to support a specific audit date range 🗓️ Example used in this video: November 1–14 Quick method (if charting is consistent): select the date range → generate Workaround method (if charting is incomplete): Identify your audit date range (ex: Nov 1–14) Create 3 anchor assessments: Nov 1, Nov 7, Nov 14 Click Progress Summary (left sidebar) Enter the date range Generate Weekly/Progress Notes or Comprehensive Summary (Audit Mode) 💡 Tip: The more ADLs and details you include, the stronger your summary and audit defense. ⚠️ Always review and edit before placing in your EHR and follow facility policy. #Chart4Me #SNF #NursingDocumentation #ProgressNotes #CarePlans #CMSAudit #RACAudit #SkilledNursing #NurseLife #HealthcareTech #LongTermCare