There are several options for documenting the information in the Clinical Evaluation screen.

Option #1

• Go to the Advanced Progress Note screen.
• Press the Chief Complaint, Past History, Physical Exam, ROS or Triage button, located in the Side Bar section.

• Or, press the Search button located at the top left of the screen and select the Chief Complaint, Past History, Physical Exam, ROS or Triage options.
• The following screen will be displayed, depending on your selection.

• Press the Select Template button, located at the top of the screen.

• The following screen will be displayed: 

• Select the Template you wish to add to the clinical evaluation.
• Once selected, press the Ok button.

• The following confirmation message will be displayed:

• Press the Yes button to add the selected Template to the clinical evaluation.
• Press the No button to cancel the action.
• The selected options in the selected template will be displayed.

• Then, press the Save button.
• They will automatically be displayed in the Clinical Evaluation section. 

Option #2

• Go to the Advanced Progress Note screen.
• Click on the Chief Complaint link, located in the Clinical Evaluation section. 

• The following screen will be displayed, depending on your selection.

• Press the Select Template button, located at the top of the screen.

• The following screen will be displayed: 

• Select the Template you wish to add to the clinical evaluation.
• Once selected, press the Ok button.

• The following confirmation message will be displayed:

• Press the Yes button to add the selected Template to the clinical evaluation.
• Press the No button to cancel the action.
• The selected options in the selected template will be displayed.

• Then, press the Save button.
• They will automatically be displayed in the Clinical Evaluation section.