The Notes Summary View

The Notes Summary view presents a timeline of all progress notes that have been created concerning a particular patient. Here are the key things to know:

  • The most recent notes appear at the top of the list.
  •  The three dots opens a drop-down menu that lets you view, edit, lock and sign or delete a note.
    • The options available will depend on the type of progress note and its current status.
  • Filter By Type allows you to filter the results based on the type of progress note.
    • Note that if you filter by Document, any note with an attached document will appear.
  • Print and Save allow you to print or save all notes in bulk, excluding content from within attached documents.

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