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


  • The following screen will be displayed:


  • Select the template you want to edit, in the Templates section. 


  • Once selected, press the Edit button, located at the top of the screen.


  • The template sections will be enabled for editing the template.


  • Make all the appropriate changes. Once you have completed the changes, press the Save button located at the top of the screen.



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