How To: IDD Notes

For clinics using the IDD (Intellectual and Developmental Disabilities) note, a few setup steps are required before staff can begin submitting documentation.

---

Step 1: Link CAP Services to Client Goals

1. Go to the Client’s Profile

   • Navigate to the client’s profile and select the Treatment Plan tab.

2. Edit Existing Goals

   • If the client already has an active treatment plan with goals, select Edit on the goal.

   • Add one or more CAP services to the goal.

   • Click Submit to save your changes.

📌 A CAP service must be linked to a goal in order to submit an IDD note.

---

Step 2: Submit an IDD/CAP Note

1. Start a New Document

   • Click the orange + sign in the upper right of your screen.

   • Select the IDD template from the template list.

   • (If you don’t see the IDD template, reach out to your clinic’s Notenetic Super Admin.)

2. Fill Out the Document

   • Select Client

   • Enter Date of Service, Start Time, and End Time

   • Select the CAP Service (only services linked to the client’s goals will be shown)

3. Complete Goal Details

   • For each goal linked to the selected service, input:

     • Intervention (e.g., gesture, verbal prompt, etc.)

     • Assessment (e.g., no progress, progress made with prompting, etc.)

     • Number of Prompts

     • Comments (if needed)

     • Duration of time

     • Clinician’s Initials

✅ IDD documentation is typically submitted daily.

---

Step 3: Generate Weekly or Monthly IDD Reports

1. Go to the IDD/CAP Note Report

   • Navigate to More > Reports > IDD/CAP Note Report

2. Use Filter Options

   • Choose from pre-set durations like:

     • Current Week

     • Last Week

     • Current Month

     • Last Month

     • Last 60 Days

     • Last 90 Days

   • Or use the From/To Date Picker to define a custom range.

   • You may also filter by:

     • Client

     • CAP Service

     • Staff

3. Run the Report

   • Click Run Report to generate results.

4. Review the Report Grid

   • The report displays:

     • Service Date

     • Goal Worked On

     • Intervention

     • Assessment

     • Number of Prompts

     • Time In/Out

     • Duration

     • Clinician Initials

     • Signature

     • Comments

---