• Go to the Advanced Progress Note screen. 
  • Click on the Settings button and then select the Follow Up Settings option. 


  • The following screen will be displayed: 


  • Select the category in the cart located in the left side of screen. 
  • Then select the phrase to be edited in the 2nd chart. 


  • Position the mouse over phrase to be edited.
  • Once the phrase is edited, click on the Save button to store changes. 



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