There are several options for configuring the progress note report templates.  

Option #1

• Click on the QuickLinks text, located at the top of the screen. 
• Select the Settings option.

• The following screen will be displayed: 

• Click on the General button and select the Staff & Providers option. 

• The following screen will be displayed: 

• Select the provider for which you wish to configure the progress note report. 
• Once selected, press the P.N. Settings button located at the top of the screen. 

• The following screen will be displayed:

• Press the New button, located at the top of the screen. 

• The Templates field will be enabled, to write the description of the template. 
• Then select the provider, to which you will make the configuration. 
• Select the Is Default checkbox, if this will be the Template, which will always be used by the provider.

• You will also be able to configure the progress note template, by gender and age. 

• Drag the sections, which you want to include in the progress note template, from the Available Items column into the Template Items column. 

• Select an Order Set for the Template, if applicable. A message will be displayed when opening a progress note with the Template containing an Order Set. 

• Press the Add button in the Closing Procedures Codes section if you wish to add a procedure code to the template when closing the progress note.  

• The following screen will be displayed: 

• Select the procedure code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Encounter Procedures section of the Close Encounter screen.

• Then, proceed to press the Add button, in the Encounter Diagnosis Codes section, if you wish to add a diagnosis code to the Template. 

• The following screen will be displayed: 

• Select the diagnostic code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Billable Problem List section of the Close Encounter screen.

• Once you have completed the template configuration, press the Save button located at the top of the screen. 

• The configuration will be automatically saved. 

Option #2

• Click on the QuickLinks text, located at the top of the screen. 
• Select the Staff and Providers option.

• The following screen will be displayed: 

• Select the provider for which you wish to configure the progress note report. 
• Once selected, press the P.N. Settings button located at the top of the screen. 

• The following screen will be displayed:

• Press the New button, located at the top of the screen. 

• The Templates field will be enabled, to write the description of the template. 
• Then select the provider, to which you will make the configuration. 
• Select the Is Default checkbox, if this will be the Template, which will always be used by the provider.

• You will also be able to configure the progress note template, by gender and age. 

• Drag the sections, which you want to include in the progress note template, from the Available Items column into the Template Items column. 

• Select an Order Set for the Template, if applicable. A message will be displayed when opening a progress note with the Template containing an Order Set. 

• Press the Add button in the Closing Procedures Codes section if you wish to add a procedure code to the template when closing the progress note.  

• The following screen will be displayed: 

• Select the procedure code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Encounter Procedures section of the Close Encounter screen.

• Then, proceed to press the Add button, in the Encounter Diagnosis Codes section, if you wish to add a diagnosis code to the Template. 

• The following screen will be displayed: 

• Select the diagnostic code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Billable Problem List section of the Close Encounter screen.

• Once you have completed the template configuration, press the Save button located at the top of the screen. 

• The configuration will be automatically saved. 

Option #3

• Press the Settings button in the main menu.  

• The following screen will be displayed: 

• Click on the General button and select the Staff & Providers option. 

• The following screen will be displayed: 

• Select the provider for which you wish to configure the progress note report. 
• Once selected, press the P.N. Settings button located at the top of the screen. 

• The following screen will be displayed:

• Press the New button, located at the top of the screen. 

• The Templates field will be enabled, to write the description of the template. 
• Then select the provider, to which you will make the configuration. 
• Select the Is Default checkbox, if this will be the Template, which will always be used by the provider.

• You will also be able to configure the progress note template, by gender and age. 

• Drag the sections, which you want to include in the progress note template, from the Available Items column into the Template Items column. 

• Select an Order Set for the Template, if applicable. A message will be displayed when opening a progress note with the Template containing an Order Set. 

• Press the Add button in the Closing Procedures Codes section if you wish to add a procedure code to the template when closing the progress note.  

• The following screen will be displayed: 

• Select the procedure code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Encounter Procedures section of the Close Encounter screen.

• Then, proceed to press the Add button, in the Encounter Diagnosis Codes section, if you wish to add a diagnosis code to the Template. 

• The following screen will be displayed: 

• Select the diagnostic code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Billable Problem List section of the Close Encounter screen.

• Once you have completed the template configuration, press the Save button located at the top of the screen. 

• The configuration will be automatically saved. 

• Go to the Billing screen. 
• Press the Settings button, located at the top of the screen. 
• Select the Staff and Providers option.

• The following screen will be displayed: 

• Select the provider for which you wish to configure the progress note report. 
• Once selected, press the P.N. Settings button located at the top of the screen. 

• The following screen will be displayed:

• Press the New button, located at the top of the screen. 

• The Templates field will be enabled, to write the description of the template. 
• Then select the provider, to which you will make the configuration. 
• Select the Is Default checkbox, if this will be the Template, which will always be used by the provider.

• You will also be able to configure the progress note template, by gender and age. 

• Drag the sections, which you want to include in the progress note template, from the Available Items column into the Template Items column. 

• Select an Order Set for the Template, if applicable. A message will be displayed when opening a progress note with the Template containing an Order Set. 

• Press the Add button in the Closing Procedures Codes section if you wish to add a procedure code to the template when closing the progress note.  

• The following screen will be displayed: 

• Select the procedure code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Encounter Procedures section of the Close Encounter screen.

• Then, proceed to press the Add button, in the Encounter Diagnosis Codes section, if you wish to add a diagnosis code to the Template. 

• The following screen will be displayed: 

• Select the diagnostic code. Once selected, press the Save button located at the top of this screen. 
• The code will automatically be displayed in the Billable Problem List section of the Close Encounter screen.

• Once you have completed the template configuration, press the Save button located at the top of the screen. 

• The configuration will be automatically saved. 

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• Learn More About: Settings / General / Staff and Providers / PN Settings