How do I add progress notes to a record?

Creating a progress note

  1. Go to the tab of the record titled Notes.
  2. Click Add.
    1. A pop-up window will appear where you will be able to write your note.
  3. Write the text for your progress note in the rectangular box.
  4. Click Add.

All set! Now your progress note will appear in the file. Please note that progress notes can't be edited or deleted once they are posted to the profile.



Viewing or printing a progress note

If you wish to view or print your note, press the button with the printer symbol.