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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- Learn More About: Clinical Records / New Progress Note