1. Open or create the patient you wish to write a progress note for. (See How to Create a Patient and How to Search for a Patient)

2. Click the plus icon on the upper left of the Clinical Data Table.

3. To create a progress note we must add a reason for the note. This reason can be linked to the SNOMED Clinical Terminology, to code an item type in the reason field and select a reason from the drop down menu.

4. Type any information you wish to add to that progress note into the main window. You can scroll down to see the clinical data table below.

5. Once the note is complete click "Save" or "Share" to save the note.