There are three methods to identify if there are open progress notes.


Option #1 - Through Open Progress Note

  • Go to the Clinical Records screen.
  • Go to the Open Progress Note section.


  • If there are patient records in this section, it means that these progress notes are open. 
    • Note: To close these progress notes, double-click on each of them and proceed to close them.


Option #2 - Through Past Encounters by Patient

  • From the main menu, press the Clinical button.
  • On the Clinical Record screen, select or search for the patient (in any of the sections).
  • Once selected, press the Past Encounters button, located at the top of the screen.


  • : Progress notes identified with this icon mean that the clinical evaluation is incomplete.
  • : Progress notes identified with this icon signify that the clinical evaluation was completed.

Note: Double-click on the encounter identified with this icon to close it.


Option #3 - Checking the option Check for open Progress Notes.

  • From the main menu, press the Clinical button.
  • On the Clinical screen, select or search for the patient. (in any of the three sections).
  • Press the right mouse button and select the Check for open Progress Notes option.


  • Then double-click on the selected patient in any of the sections.


  • Once the Template of the desired progress note is selected, if none is configured as Default, the following screen will be displayed:



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