How to access progress notes

To access a patient's progress notes, start from your Patient List and select View Notes from the drop down menu for the patient.

You will be taken to the Notes Summary view which presents a timeline of all progress notes that have been created in respect of 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.

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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