• In the Clinical Record screen, go to the Todays Patients section.
  • Double click on the patient entry (entries without an opened progress note have a clear or white background (Example: JOHN DOE)).
    • Important Note:
      • If the background color is white, the double click will open a new note.
      • If the background color is green, the double click will access the last progress note left open.
      • A grey background on the entry depicts that the progress note for that patient was closed. A double click will only allow the provider to add an Addendum.


  • Press double click over patient.


  • The Advanced Progress Note screen will open.


  • The following screen will be displayed if the Quick Progress Note option es selected: 


  •  Note: Example: (John Doe) is an existing patient that has already his diagnosis existing list. The Assessment/Plan is filled previously due to the customized keyword. This Keywords can be changed in Settings / Assessment & Plan Settings in the same  Advanced Progress Note screen.


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