• Go to the Advanced Progress Note screen. 
  • Click on the Settings button located at the top pf screen and then select the Phrases Settings option.


  • The following screen will be displayed:


  • Make a right click in mouse over the first column and select Add New Tag to create a tag where phrases can be grouped.

  • Write the tag name in the available field.


  • Then, select the color, which will identify the configured phrase.

  • Select the label and go to the Description column and click on the right mouse button. Select the Add New Phrase option.


  • Type the phrase to be configured in the available field.


  • In the third column, select the option Include Always in Assessment/Plan, if you want the configured sentence to be always included in the Assessment and Plan section.

  • Then, type a custom text in the Assessment Custom Text and Plan Custom Text fields. 

  • If you want to copy the same text from the phrase description as custom text, press the button next to the text field.


  • Then, you can configure the diagnostics associated with the configured phrases by pressing the Add button.


  • The screen for the selection of diagnostic codes will be displayed.


  • Perform the search for the diagnosis, which you want to add to the phrase.


  • Automatically, the selected diagnosis will be displayed.


  • Once you have completed the configuration of the phrases, press the Save button to save the changes.



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