Description

This option allows the user to open a new progress note. 


Access


Through Clinical Records Todays Patients

  • 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 on the “Appointments” screen as having arrived at the office).

Through Clinical Records Open Progress Note

  • 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. 

Through Clinical Records Search 

  • 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. 

Through Past Encounters

  • 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.


Progress Templates 

Screen to be displayed, if provider does not have a Template as default.  



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