There are several options to open a progress note from the Workflow screen, either to open a new progress note, open or closed. 


Option #1 New Progress Note

  • In the table section called Workflow Items, click on the Create new progress note button, located on the right side of the patient (this option will always be displayed as new, even if there is already a progress note for that patient on the same day).


  • If the patient has any pending clinical task, the following message will be displayed: 


  • Press the Yes button to display the progress note with the pending clinical task. 
  • Press the No button to display a new progress note.


  • You can also double click on the patient (a new progress note will be displayed, as long as there is no open progress note).


Option #2 Open Progress Note

  • In the table section, called Workflow Items, double-click on the selected patient. (If the patient has progress notes open, the most recent one will be displayed).


  • Another way to open an open progress note is through the Past Encounters option. There are two ways to access the Past Encounters section:


Pressing the Past Encounters button 

  • Press the Past Encounters button, located on the right side of the screen. 


  • The following screen will be displayed:


  • Click on the Open link. 


Pressing the More Options button 

  • Press the More options button, located at the far right of the selected patient. 


  • The following screen will be displayed:


  • Select the Past Encounters option. 


  • The patient's past encounters will be displayed, select the one identified as Open. (Only the last 5 encounters of the patient will be displayed).


Option #3 Progress Note Closed

  • In the table section, called Workflow Items, select the patient and press the Past Encounters button.


  • The last 5 patient encounters will be displayed. 

  • Click on the progress note link, identified as Close.

  • The selected closed progress note will be displayed. 


  • Or, press the More Options button, located on the far right of the selected patient. 


  • The following screen will be displayed:


  • Select the Past Encounters option.


  • The last 5 patient encounters will be displayed. 

  • Click on the progress note link, identified as Closed. 

  • The selected closed progress note will be displayed.