ArkCloud Rehab

Progress Report

A summary of progress over a reporting period and the continued plan of care. It opens with the period's facts already written from the record, and can offer an AI narrative for two of its sections. ArkCloud calls it the Progress Report / Reassessment; it does not use the term progress note.

Written for: Physical therapists · Occupational therapists · Speech-language pathologists

When you use it

When your practice's reporting interval or the payer calls for one. An episode can have as many as it needs. Two things can tell you one is due:

  • The work queue lists "Write the progress report" once an administrator has set your practice's cadence (every N visits, every N days, or both). With no cadence set, nothing is ever shown as due.
  • Charge capture, for Medicare, holds a treatment visit more than 10 treatment days (or your stricter cadence) after the last signed progress report or re-evaluation.
CapabilityStatusWhat that means here
Progress-report due datesAvailable with configurationA Progress Report is shown as due only after an administrator sets your practice's cadence (every N visits, every N days, or both). With no cadence set, nothing is ever due.Requires: An administrator sets the cadence under Administration, Progress reports.
Progress Report opens with the reporting periodAvailableA new Progress Report starts with the period since the last signed report, the visit count, first and last visit, each goal's recorded description, status, baseline, target and date, and each outcome score recorded on the episode with its arithmetic change from the first. Facts only; it never says a patient improved.

Start, complete and sign

ArkCloud Rehab → Records and revenue → Episodes → the episode → Notes → Clinical documentation

  1. In New document, choose Progress Report / Reassessment, choose the visit (or no specific visit) and press Start.
  2. Read the prefilled period: its start (the last signed progress report, or the episode start), the number of visits, the first and last visit, and each goal with its recorded description, status, baseline, target and date, then each outcome score recorded on the episode: the latest value and the arithmetic change from the first. It states facts only and never says the patient improved; no change threshold is applied.
  3. Write Progress toward goals and Reassessment findings, or use the AI narrative draft and review what it proposes. Add re-measured values; outcome scores already recorded are in the prefill.
  4. Update goals in Updated goals if they change, and on the episode's goals panel if the tracked goals change. Write the Continued plan of care.
  5. Press Sign; tick the AI review statement if it appears.

Sections

Required unless marked optional. Discipline and setting sections follow.
Field or controlWhat it means
Progress toward goalsWhere the patient stands against each goal.
Reassessment findingsWhat you re-measured and observed.
Updated goals (optional)Goals added, revised or closed in this period.
Continued plan of careWhat continues, changes or ends.

The AI narrative draft

CapabilityStatusWhat that means here
AI narrative draft on a Progress Report or Discharge SummaryAvailable with configurationProposes text for Progress toward goals and Reassessment findings (Progress Report), and Course of care and Goals met / outcomes (Discharge Summary), from recorded goals, visit counts and earlier signed notes. Never drafts updated goals, the plan, discharge status or recommendations.Requires: Your organisation's AI switch on, and the same hosted AI setting as the visit-note draft.
AI review attestation at signingAvailableA note that contains AI-drafted text, or for which an AI draft was shown, cannot be signed until the signer ticks a statement that they reviewed every AI-drafted section.

When the report is opened for editing, the narrative draft can propose text for Progress toward goals and Reassessment findings only. It works from the reporting period, visit counts, the recorded goals and the assessment and plan of up to three earlier signed notes. It may not say improved, declined or plateaued; a section that fails its checks is left blank with the reason, and you write it yourself. It never drafts updated goals or the plan.

Example (synthetic patient)

An OT hand therapy report. Synthetic data.
Field or controlWhat it means
Prefilled periodSince the episode start; 8 visits; goal: independent with dressing using adaptive equipment, status active, target date set.
Reassessment findings (you)Grip right 32 lb, left 58 lb. Wrist flexion AROM right 55°.
Score line (Add to note)QuickDASH entered by the clinician, if the clinic has approved it and holds its licence.

After signing

  • The next reporting period starts from this report.
  • For Medicare billing checks, the count of treatment days since the last report starts again.
  • It appears in the note list and under the Progress report chip, on the episode timeline and on the Health timeline.

Limitations

  • The prefill includes outcome scores entered on the episode, but not range-of-motion, strength or other measurements; add those yourself.
  • Recording (Record this evaluation) is a limited preview.
  • Payer rules for progress reporting differ; ArkCloud checks only the rules described here.

Troubleshooting

Field or controlWhat it means
No progress report ever shows as dueNo cadence is set. An administrator sets it under Administration → Progress reports.
Visits held for a progress reportMedicare check: sign a progress report or re-evaluation, then the held visits can be released.
The narrative left a section blankIt failed the checks; the reason is shown. Write the section yourself.

Related documentation