- Go to the Advanced Progress Note screen.
- Press the Patient Notes button, located in the Side Bar section.
Or, click on the Search button located at the top left of the screen and select the Patient Notes option.
- The following screen will be displayed:
- Press the Add button, located at the top of the screen.
- The Note Details section will be enabled to record documents and information from the patient's clinical history.
- Type the title of the patient note.
- If you are adding a template to the patient note, press the Add button, located in the Title section.
- The following screen will be displayed:
- Select the Template you wish to add.
- Once selected, press the Select button, located at the top of the screen.
- The following screen will be displayed:
- Press the Replace keywords and close button.
- If you are not using a template, type the title of the patient note in the Title field.
- Then select the Confidential For checkbox if the patient's note will be viewed by a specific group.
- Then select the options you want to add to the note, in the Append section.
- Once you have completed entering the information, press the Save button located at the top of the screen.
- The patient's note will be automatically saved.
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