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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- Learn More About: Advanced Progress Note / Export Progress Note