Vista Notes

Overview

Vista Notes summarizes information collected from patients during intake and update surveys into data-rich paragraphs that can be used for:

    • Writing intake summaries or biopsychosocial reports
    • Developing treatment plan goals and objectives
    • Docuemting prograss on treatment plan objectives
    • Writing progress notes
    • Articulating data and information for utilization review
    • Providing evidence for other types of assessment processes, such as ASAM

Type of Vista Notes

Summary Report Notes (Intake Data):

These notes are designed for initial reports, including intake assessments, biopsychosocial reports, treatment plan development, or to supplement other assessment processes such as ASAM criteria. Utilizing the data collected in the intake assessment, Vista Notes provides a summary of the following categories:

  • Presenting problem
  • Substance Use
  • Relapse Risk Factors
  • Physical Health
  • Emotional Health
  • Social and Environmental Factors

Progress Notes (Update Survey Data):

Using the data from update surveys, progress notes are designed to be used when it’s necessary to report on patients' ongoing progress, such as progress on treatment goals or utilization reviews. 

Vista Notes summarizes changes in patient scores using the unique measures for which they are being assessed. Progress notes summarize the data in the following formats:

    • Summary
    • Objective observations
    • Progress patient has made
    • Need for additional treatment

How to Use Vista Notes

Summary Report (Intake Data) Instructions:

  1. Navigate to the patient menu

  1. Select a patient
  3. Click on “Summary Report”
  4. Click on the “Summarize” button for the section of your choice
  5. Use the text field below the summary to ask the tool to make any modifications. Some examples of possible modifications are:
    1. Replace “patient” with “client” (or consumer, member, etc)
    2. Ask for more or less detail
    3. Make the summary longer or shorter
    4. Anything else you can think of!

Once you have written you request, select “refine.” 

  1. To copy the note to paste in your EHR or other documentation, click on the “copy” button in the upper right corner of the summary box. 

Progress Note (During Treatment) Instructions:

  1. Navigate to the patient menu
  2. Select a patient
  3. Click on “Draft Note”
  4. Use the text field below the summary to ask the tool to make any modifications. Some examples of possible modifications are:
    1. Replace “patient” with “client” (or consumer, member, etc)
    2. Ask for more or less detail
    3. Make the summary longer or shorter
    4. Anything else you can think of!

Once you have written you request, select “refine.” 

  1. To copy the note, click the copy button next to any othe section or on the note navigation bar. 

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