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


First Method: From Open Progress Note. 

  • In main menu press the Clinical button.
  • In the Clinical Record screen, go to Open Progress Note section.



  • If there are patients listed in this area means that they have open progress notes.
    • Note: Press double click over each one of them and  proceed to close the progress notes.

Second Method: From Past Encounters per patients

  • In main menu, press the Clinical button.
  • In the Clinical Record screen, select or search in any three areas the patient.
  • Press the Past Encounters button.


  • The open progress notes will haveicon in status.
    • Note: Press double click over record withicon to close an open encounter.

Third Method: By selecting the Check for open Progress Notes option. 

  • In main menu, press the Clinical button.       
  • In the Clinical Record screen, select or search in any three areas the patient.
  • Select with a check mark the Check for open Progress Notes option. 
  • Press double click over patient selected in the Search section. 

  • The Past Encounters screen will be displayed with the open progress notes only.



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