There are several options for assigning a progress note to an auditor.  

Option #1

  • Click on the QuickLinks text, located at the top of the screen. 

  • Select the Settings option.

  • The following screen will be displayed:  
  • Press the General button and select the Progress Note Audit option.  


  • The following screen will be displayed:  


  • Press the Add button, located at the top of the screen. 


  • Perform a patient search.

  • The patient's progress notes will be displayed, select the ones to be audited.
  • Once selected, press the Add Selected button.


  • These will be displayed in the Progress Note Audit Log Setup table.

Option #2
  • Press the Settings button in the main menu.  


  • The following screen will be displayed:  


  • Press the General button and select the Progress Note Audit option.  
  • The following screen will be displayed:  


  • Press the Add button, located at the top of the screen. 


  • Perform a patient search.

  • The patient's progress notes will be displayed, select the ones to be audited.
  • Once selected, press the Add Selected button.


  • These will be displayed in the Progress Note Audit Log Setup table.



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