• Go to the Advanced Progress Note screen. 
  • Click on the Settings button and select the Side Bar Settings option. 


  • The following screen will be displayed:


  • Make a right click in mouse over the Category area and select Add to create a new category.


  • Write the new category name in the available field and select the check box Selection is Expanded, to always display the categories options. Press the Save button to save the category.

 

  • Select the category and drag the element from right to left to be grouped.


  • The added element will appear in the Side Bar list by the selected category.


  • Press the Save button in the Side Bar Setting screen.


  • When returning to the Advanced Progress Note screen the result will be that a ("Physician") category was created, and a Physical Therapy button has been added to in the Side Bar section.



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