• Go to the Advanced Progress Note screen.
  • Press the Chief Complaint button, located in the Side Bar section.


  • Or, click on the Search button located at the top of the screen and select the Chief Complaint option.
  • The user can also access through the Clinical Evaluation section by clicking on the Chief Complaint text.


  • The following screen will be displayed:


  • Or, click on the Add button in the Clinical Evaluation section.


  • The following screen will be displayed:


The user has three options for saving information on this screen.


Through a selection of articles

  • Go to the Advanced Progress Note screen.
  • Select all applicable items for clinical evaluation.


  • Once selected, press the Save button to save them.
  • They will automatically be displayed in the Clinical Evaluation section.


Through Load Last

  • Go to the Advanced Progress Note screen.
  • Go to the Chief Complaint section, through any of the sections.
  • Press the Load Last button.


  • The following confirmation message will be displayed:


  • Press the Yes button to add the options of the last patient encounter.
  • Press the No button to cancel the action.
  • Pressing Yes will automatically display the options of the patient's last clinical evaluation.


  • Press the Save button to save the evaluation.
  • Automatically, the selected options will be displayed.. 


Through Templates. 

  • Go to the Advanced Progress Note screen.
  • Go to the Chief Complaint section through any of the sections.
  • Press the Select Template button, located at the top of the screen.


  • The following screen will be displayed:


  • If you wish to add an item to the screen, press the right mouse button and select the Add Item option.
  • The following screen will be displayed:


  • Enter the necessary information and then press the Save button.
  • Once you have completed the clinical evaluation of the patient, press the Save button located at the top of the screen.
  • If you want the information to be displayed in syntax form, you must select the Use enhanced syntax option in the Settings section before starting the patient assessment.
  • The saved information will be displayed in the Advanced Progress Note screen in the Clinical Evaluation section.


  • The provider will also be able to document, from the Clinical Evaluation section.
  • By typing under the Chief Complaint text.
  • Once you have finished documenting the information in the section, press the Enter button on your keyboard.


Through Smart Box

  • Go to the Advanced Progress Note screen.
  • Click on the Smart Box tab, located on the right side of the screen.


  • The following section will be displayed:


  • Select a phrase, then drag it to the Clinical Evaluation section.


  • Automatically, the phrase will be displayed in the section of your choice.



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