There are several options for accessing a new progress note from the Clinical Records screen.


Option #1 - From the Todays Patients section

  • In the main menu, press the Clinical button.


  • The following screen is displayed:


  • Go to the Todays Patients section.
  • Select the patient, for the progress note to be displayed, as a new note, the patient must be identified in white color which means, that the patient has not yet been attended.
    • Important Note: 
      • If the patient in this section is identified with the color white, it means that the patient has not yet been attended and the progress note will be displayed as new.
      • If the patient in this section is identified with green color, it means that the patient has an open progress note.
      • If the patient in this section is identified with gray color, it means that the progress note is closed. The provider will only be able to add an Addendum & Amendments.
  • Double-click on the selected patient.


  • If the supplier does not have a progress note “Template” configured as “Default”, the following screen will be displayed:


  • Select the “Template” of the progress note, which you will use for patient evaluation.
  • Once selected, press the Apply button.


  • The progress note will be displayed, with the Template selected:


Note: As this patient (Juana Del Pueblo) is an existing patient, you will notice that this patient already has an existing list of diagnoses. The Assessment / Plan area is already pre-filled due to the Keywords that have been customized. These Keywords are changed in Settings / Assessment & Plan Settings in the same Advanced Progress Note screen and in the Quick Progress Note screen.

  • The Quick Progress Note screen will be displayed.


Option #2 - From the Open Progress Notes section

  • In the main menu, press the Clinical button.


  • The following screen is displayed:


  • Go to the Todays Patients section.
  • Select the patient, for the progress note to be displayed, as a new note, the patient must be identified in white color which means, that the patient has not yet been attended.
    • Important Note: 
      • If the patient in this section is identified with the color white, it means that the patient has not yet been attended and the progress note will be displayed as new.
      • If the patient in this section is identified with green color, it means that the patient has an open progress note.
      • If the patient in this section is identified with gray color, it means that the progress note is closed. The provider will only be able to add an Addendum & Amendments.
  • Double-click on the selected patient.


  • If the supplier does not have a progress note “Template” configured as “Default”, the following screen will be displayed:


  • Select the “Template” of the progress note, which you will use for patient evaluation.
  • Once selected, press the Apply button.


  • The progress note will be displayed, with the Template selected:


Note: As this patient (Juana Del Pueblo) is an existing patient, you will notice that this patient already has an existing list of diagnoses. The Assessment / Plan area is already pre-filled due to the Keywords that have been customized. These Keywords are changed in Settings / Assessment & Plan Settings in the same Advanced Progress Note screen and in the Quick Progress Note screen.

  • The Quick Progress Note screen will be displayed.


Option #3 - From the Search section

  • In the main menu, press the Clinical button.


  • The following screen is displayed:


  • Go to the Todays Patients section.
  • Select the patient, for the progress note to be displayed, as a new note, the patient must be identified in white color which means, that the patient has not yet been attended.
    • Important Note: 
      • If the patient in this section is identified with the color white, it means that the patient has not yet been attended and the progress note will be displayed as new.
      • If the patient in this section is identified with green color, it means that the patient has an open progress note.
      • If the patient in this section is identified with gray color, it means that the progress note is closed. The provider will only be able to add an Addendum & Amendments.
  • Double-click on the selected patient.


  • If the supplier does not have a progress note “Template” configured as “Default”, the following screen will be displayed:


  • Select the “Template” of the progress note, which you will use for patient evaluation.
  • Once selected, press the Apply button.


  • The progress note will be displayed, with the Template selected:


Note: As this patient (Juana Del Pueblo) is an existing patient, you will notice that this patient already has an existing list of diagnoses. The Assessment / Plan area is already pre-filled due to the Keywords that have been customized. These Keywords are changed in Settings / Assessment & Plan Settings in the same Advanced Progress Note screen and in the Quick Progress Note screen.

  • The Quick Progress Note screen will be displayed.



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