• Go to the Advanced Progress Note screen.
  • Press the Settings button located at the top of the screen. 
  • Then select the Progress Templates Settings option in the Progress Note Custom Configuration section


  • The following screen will be displayed:


  • This screen contains all the sections that can be displayed in the progress note report.
  • Press the New button, located at the top of the screen, to set up Templates progress notes.


  • The Templates section will be enabled.


  • Select the supplier or group, to which you will assign the template. If you will not assign the template to any supplier or group, you can leave the field blank. 


  • You will be able to select if the template created will be the one that will be displayed by Default, once the user displays a clinical evaluation, by selecting the Is Default checkbox.


  • Select whether the template will be configured by gender and age.


  • Identify whether the configured template will be identified as confidential by selecting the Is Confidential option. Note: In order for the provider or clinical staff to have access to the progress note identified as confidential, they must have the Has confidential notes access option selected on the Staff & Providers screen.


  • Drag all available sections from the Available Items column to the Templates Items column.


  • Drag the sections of the progress note in the order of your choice. 


  • Once you have added all available items to the Template, press the Save button, located at the top of the screen.



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