How to create a new progress note

Progress notes are simple to create and can be created from the Note Summary view within a detailed patient record. 

Video tutorial

Create Note

Step 1: Select the horizontal ellipsis button at the right hand side of the patient's card, then select View Notes

Note: If you are within the detailed patient record, navigate to the Notes tab.

Step 2: Select Create Note.

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

Step 3: 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.

Step 4: Save the progress note.

  • After you press Save, the note will appear on the Note Summary view. The most recently created note will appear at the top of the list.

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