How to Create a New Progress Note

Progress notes are simple to create and can be created from the Patient List, or from within a detailed patient record. 

From the Patient List

Select the horizontal ellipsis button at the right-hand side of the patient's card, then select Create Note.  

From within the detailed patient record

Navigate to the Notes tab, then select Create Note.

Note: Selecting Upload Document is a shortcut to upload a document.

Select the type of progress note

Select the type of progress note you would like to create from the drop-down menu. Click here for more information on the different types of progress notes available.

Save the progress note

After you press Save, the note will appear on the Note Summary view.

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