There are several ways to open a progress note.

Option #1
  • In the main menu, press the Clinical button.


  • The following screen will be displayed: 


  • Select from the Todays Patients list the patient for whom you wish to open a new progress note. (It must have been recorded as having arrived at the office in the Arrived At section of the Appointment screen).
  • Double click on the patient or select the patient and press the New Progress Note button located at the top of the screen.


  • The screen will be displayed to start a new clinical evaluation.


Option #2
  • In the main menu, press the Clinical button.


  • The following screen will be displayed:  


  • Select from the Open Progress Notes list, the patient you wish to open a new progress note for.
  • Once the patient is selected, press the New Progress Note button located at the top of the screen.


  • The screen will be displayed to start a new clinical evaluation.


Option #3
  • In the main menu, press the Clinical button.


  • The following screen will be displayed:  


  • Find and select the patient, for whom you want to open a new progress note.
  • Press the New Progress Note button, located at the top of the screen. Or, double-click on the selected patient.


  • The screen will be displayed to start a new clinical evaluation.


Option #4
  • In the main menu, press the Clinical button.


  • The following screen will be displayed:  


  • Find and select the patient, for whom you want to open a new progress note.
  • Press the New Progress Note button, located at the top of the screen. Or, double-click on the selected patient.


  • The screen will be displayed to start a new clinical evaluation.



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