IMPORTANT

User must be very careful when opening a progress note. There are several options.



Option # 1: Pressing double click over patient.

Three ways a progress note can be opened: new, open or closed.

  • In the Workflow Items grid press double click over patient.

  • Opens Advanced Progress Note screen.

IMPORTANT NOTE:  If user presses double click over patient for the first time  the progress note will be displayed as NEW ]. But if a nurse for example pressed double click and saved some clinical information, when pressing double click over patient will be displayed as [ OPEN ] . If progress note note was closed during the day it will display as [ CLOSED ].          


New Progress Note


Open Progress Note


Closed Progress Note



Option # 2: Pressing thebutton in the patients line.

In this option progress note will always open as new even if there exists an opened one. Careful with this option because it can be used to crate a new progress note even if there is an opened progress note opened already for the patient.


  • In the Workflow Items chart press thebutton located in the end of line when patient is selected. 
  • The Advanced Progress Note screen opens with an opened progress note.


Option # 3: Pressing over progress notes displayed when selecting a patient.

In this option the progress note will be the selected by user. User can select between opened progress notes or closed. Only the 4 lasts progress notes will be displayed.

  • Select patient in the Workflow Items section.

  • The 4 lasts saved progress notes will display in the list.

  • Press the blue link above the preferred date. (In this example we selected the first date 12/20/2017.)


  • Progress note selected will open.