Knowledge of how to print a progress note for the next day

  • From “Appointments – Daily View [Providers/Staff]

    • Find patient on schedule​

    • Hover over small yellow folder in top right corner of patient’s time slot

    • Click ‘Edit Patient’

    • Click on tab labeled ‘Documents’

    • In the list under ‘Document Title’, find the progress note you wish to print (NFB or regular).

    •  Click the corresponding dog-eared page icon under the ‘View’ column.

    • In the popup screen, click the printer icon in the top right of preview window, not the print button in the top left.

    • Then press ‘Print’

  • Second option:

    • Click tab labeled “Manage Patients”​

    • Type patient’s last name in search box

    • Hit <enter> or search

    • Click on patient

    • Click on tab labeled ‘Documents’

    • In the list under ‘Document Title’, find the progress note you wish to print (NFB or regular).

    • Click the corresponding dog-eared page icon under the ‘View’ column.

    • In the popup screen, click the printer icon in the top right of preview window, not the print button in the top left.

    • Then press ‘Print’

  • Place progress note and corresponding charge sheet in patients chart and  stack on cabinet for the next day.