There are several options for saving a progress note. 


Option #1

  • Go to the Advanced Progress Note screen.
  • Press the Export Progress Note button, located in the Side Bar section.


  • Or, press the Search button located at the top left of the screen and select the Export Progress Notes button.
  • The following screen will be displayed:


  • Select the dates, for the search of progress notes, that you want to save.


  • Select the progress note, which you want to save.


  • Once selected, press the Save As button.


  • The following screen will be displayed: 


  • Select the folder, which you want to save the progress note or you can create a new folder.
  • Once selected, press the Select Folder button.
  • Automatically, the selected progress note will be saved.


Option #2

  • Go to the Clinical Records screen.
  • Select the patient from any section of the screen.


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


  • In the Past Encounters screen, press the Export button. 


  • The following screen will be displayed:


  • Select the dates, for the search of progress notes, that you want to save.


  • Select the progress note, which you want to save.


  • Once selected, press the Save As button.


  • The following screen will be displayed: 


  • Select the folder, which you want to save the progress note or you can create a new folder.
  • Once selected, press the Select Folder button.
  • Automatically, the selected progress note will be saved.



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