- Go to the Advanced Progress Note screen.
- Press the Settings button, located at the top of the screen.
- Then select the Progress Templates Settings option in the Progress Note Custom Configuration section.
- The following screen will be displayed:
- This screen contains all the sections that can be displayed in the progress note report.
- Press the New button at the top of the screen to configure progress note templates.
- The Templates section will be enabled.
- Select the supplier or group, to which you will assign the Template. If you will not assign the Template to any provider or group, you can leave the field blank.
- You will be able to select if the Template created will be the one that will be displayed by default, once the user displays a clinical evaluation, by selecting the Is Default checkbox.
- Select whether the template will be configured by gender and age.
- Identify whether the configured template will be identified as confidential by selecting the Is Confidential option. Note: In order for the provider or clinical staff to have access to the progress note identified as confidential, the Has confidential notes access option must be selected in the Staff & Providers screen.
- Drag all available sections from the Available Items column to the Templates Items column.
- Drag the sections of the progress note in the order of your choice.
- Once you have added all available items to the Template, press the Save button, located at the top of the screen.
- When you reprint the progress note report, it will be displayed as follows:
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