• Go to the Advanced Progress Note screen. 
  • Press the Save button.


  • The Close Patient Encounter screen will be opened.
  • The Encounter Billable Problem List section will be filled if a diagnosis is added in the visit. 
Note: If the Encounter" Billable Problem List was empty, press double click

over the diagnosis you want to apply to the 

Encounter Billable Problem List from the 

Patient Current Diagnosis section. 


  • Press the Add Dx button if you want to add another diagnosis to encounter.
    • The diagnosis search screen will be displayed.
    • Search and select the diagnosis with a check mark.
    • Press Save to add the selected diagnosis to the Encounter Billable Problem List area. 
    • If you want to include the selected diagnosis to the patients Problem List select the corresponding check mark.
  • To add the F Codes, press the F Codes button. If any F code is applicable the system will added to the Encounter Procedures section.
  • Fill the Meaningful Use Summary Settings area.
    • To send the clinical summary to patients portal, select the Auto-upload clinical summary for this patient option to comply with the Meaningful Use metrics requesting to give to patient a copy of the clinical data after every encounter. 
      • Important Note: Patient must have registered in the Patient Details screen the email or the Direct account. If the patients  Direct account was registered in the Patients Detail screen, it would be automatically filled. 


    •  To deliver the patients clinical summary, select the Print Clinical Summary option to comply with the Meaningful Use metrics requesting to print the evaluation and patients clinical data. 
  • Fill the Encounter Procedures areas.
    • Press the Add Procedures button if you want to add a procedure code to be used in the billing process.
      • The procedures code screen will be displayed. 
      • Search and select the diagnosis by pressing the Select button. 
      • The selected procedure will appear in the Encounter Procedures area.
  • Verify the Assessment y Plan narrative. If you do not agree with this field , press the Previous button and edit in the Advanced Progress Note screen in the Assessment & Plan section.
  • Select the visit code, Initial visit or Follow Up Visit. Only have to press the button located in the right side of screen.
  • Leave Progress Note Open, select the Leave Note Open button.The Advanced Progress Note screen will be automatically closed. Al when returning to the Clinical Record screen the opened progress note will be displayed in the Open Progress Note section.
  • Close progress note, select the Save and Close button. If progress note is closed it can not be editable, only can add an Addendum/ Amendment. (Recommended option to upload the Meaningful Uses measures).
    • Note: In order to close a progress note must select an procedure in the Encounter Procedures section and a diagnosis in the Encounter Billable Problem List section.


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