How to create a Progress Note?

To create a progress note, the patient–provider meeting must be confirmed. This action can only be performed by the provider or their . To confirm the visit, open the visit submenu in the Assistant or Provider schedule and change the status from 'Patient Not Seen' to 'Patient Seen'. Once the visit is confirmed, a blank progress note with a unique ID is generated and becomes available for completion..

Once a visit is marked as 'Patient Seen', the 'Edit Progress Note' option (for Providers) or 'Scribe Progress Note' option (for Assistants) becomes active, allowing you to begin filling out the progress note.

Patient Seen option in the schedule

A visit can only be marked as 'Patient Seen' on the scheduled date or afterward. It is not allowed to set this status before the visit date.

Since the progress note builder has a dynamic structure, it's important to keep the information in the Chief Complaint step up to date. Relevant options can be selected before the visit, which will simplify the process of filling out the progress note. This can be done from the visit submenu in the schedule by clicking on the 'Chief Complaint' option.

Chief Complaint pop-up

Basic Rules and Recommendations

• You cannot complete a progress note until the provider has completed the previous note for that patient. This requirement ensures that any necessary information from the previous note is available for reference.

• Ensure that the patient profile is always updated with the most current information. Data from the profile is used to pre-fill certain sections of the progress note. If the profile is outdated, completing the note may take significantly more time.

• Also, make sure the provider profile contains up-to-date information, as it is used in reports and the generated PDF documents.

• You can start the progress note from any step, but following the suggested order helps save time—many steps are connected.

• Create and use Description Templates.