• In the main menu, press the “Clinical” button. 
• Choose the patient from the “Todays Patients” section. 
• Once selected, press the “New Progress Note” button, located at the top of the screen. 
• Or, double click on the patient. The patient should appear as unattended. (This section is for patients recorded in the “Appointments” screen as having arrived at the office).

• In the main menu, press the “Clinical” button. 
• Choose the patient from the “Open Progress Note” section. 
• Once selected, press the “New Progress Note” button, located at the top of the screen. 

• In the main menu, press the “Clinical” button. 
• Choose the patient from the “Search” section. 
• Once the patient is selected, press the “New Progress Note” button, located at the top of the screen. Or, double click on the selected patient. 

• In the main menu, press the “Clinical” button. 
• Choose the patient from any section of the screen. 
• Then press the “Past Encounters” button, located at the top of the screen. 
• On the “Past Encounters” screen, press the “New Clinical Record” button. 

• Button: (Patient Information): Click on this button to display patient demographic information. 

• Link: (Insurances): Click on this link to access the patient's medical plan information. 

• Last Encounter: Displays the date of the patient's last encounter. 
• Next Appointments: By clicking on this link, the selected patient's future appointments will be displayed. The user will be able to create appointments from the same progress note, through the “Go to Appointments” link. 

• Add Procedure Templates: Clicking this link displays the section to add procedure templates to the progress note. 
  

• F Codes: Allows the addition of “F” codes to the “Encounter Procedures” section, which apply according to diagnoses, vital records, among others.  
• HEDIS F Codes: Allows the addition of “F” codes, which apply from HEDIS. 
  
• Cancel: Cancels the progress note.
• Settings: Allows you to configure the “Advanced Progress Note” screen, according to your needs and preference. 
• Edit: Allows you to edit an open progress note. If the progress note is closed, the “Addendum / Amendments” screen will be automatically displayed, as a closed progress note cannot be altered.
• Alerts: When pressed, it displays the “Clinical Decision Support” screen, which applies to the patient. If this icon is red, the user has clinical alerts.
  
• Leave Open: Press to leave the progress note open.
• Save: Allows you to save the clinical evaluation performed on the patient as part of the progress note.
• Print: Allows to display the progress note prior to printing. 
• Previous: Returns to previous screen.

• Side Bar: This section contains all the elements available to perform the clinical evaluation of the patient. These elements can be configured and organized according to the user's needs and preferences. It is configured in the “Settings / Side Bar Settings” screen. 

• Patient Dashboard: This section shows the elements concerning the patient's clinical history. This section is configured in the “Settings / List Sections Settings” screen. Each area provides functionalities that can be used during the clinical evaluation. The sections available are: 
  • Allergies: Active patient's allergies.
  • Evaluation Form History: Displays the patient's evaluation history. 
  • Evaluation Notes: List of evaluation notes by date and provider.
  • Immunizations: Patient's vaccinations.
  • IV: Serums administered to the patient.
  • Medication List: Patient's active medications.
  • Menstrual History: Displays the patient's last menstrual period.
  • Nurse Notes: Nurse's notes.
  • OB Summary: Summary of patient obstetrics.
  • Pending Orders: Pending laboratory orders.
  • Physical Therapy Notes: Notes on physical therapy.
  • Problem List: List of patient's diagnoses or active conditions.
  • Simple Vital Signs: Section where the last recorded vital signs are displayed. Vital signs can also be recorded from this section.
  • Vital Signs: History of the patient's vital signs.
• Clinical Evaluation: In this section, the patient's clinical evaluation notes are documented. There are three views of it:

• Assessment & Plan: In this section, the narrative of the patient's clinical evaluation will be displayed, according to the configuration made, using the “Keywords”. If there are no “Keywords” configured in the system, it will be displayed blank, so that the provider can write the information. The user has three options to select the format of the patient's clinical evaluation narrative. 

Option #1 Paragraph Style

Option #2 Sorted List Style

• [Smart Box Tab]: Screen where the user can select frequent phrases, medications, orders and procedures.