How to Access Progress Notes

There are two ways to access a patient's progress notes:

  1. From the Patient List.
  2. From within the detailed patient record.

From the Patient List

Click the Notes button located below the patient whose progress notes you would like to access.

From within the detailed patient's record

Once you are within the detailed patient record, you don't have to exit and go back to the Patient List to see the patient's progress notes. Just click on the Notes tab to navigate to the patient's Notes Summary view.

Click here to learn more about the Notes Summary view.

To view an individual progress note

To access the complete details of a progress note:

  • Select the header of the note you would like to view (example: Session Note); OR
  • Select the three dots, then View

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