• Go to the Advanced Progress Note screen. 
  • Click on the Documents button located at the Side Bar section. Or click on theSearch button located at the left side of screen and then select the Documents button.


  • The Documents screen will be displayed: 


  • In order for all patients documents to be displayed, verify that all categories are check marked in the Patient Details, Clinical and Billing area. If screen is opened from the Patients only will be selected the ones from Patient Details.     



  • Select in chart the document to be reviewed.
  • Document will be displayed automatically. 



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