How do I create a daily progress note?

The Daily Progress Note is a key part of tracking a patient’s treatment journey. This guide outlines how to efficiently create and save a Daily Progress Note within the SOAP Notes section.
Follow these steps to document patient progress accurately and securely. 

Step 1: Navigate to the Patient's SOAP Notes:

  • Go to Patient > SOAP Notes in your dashboard.

Step 2: Select or Search for the Patient:

  • If you are not currently working with a specific patient, a Patient Search prompt will appear.
  • Enter the patient's number to view any existing notes or to add a new note.

Step 3: Select "Daily Progress Note":

  • From the notes options, select Daily Progress Note to begin documentation.

Step 4: Enter Data in the Daily Progress Note:

  • Fill in the required information for each section.
  • Click Save & Continue to move through each part of the note.
  • Repeat as necessary to document all relevant patient progress information.

    Enter data and click "Save & Continue"

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Enter data and click "Save & Continue"

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Enter data and click "Save & Continue"

Enter data and click "Save & Continue"

Enter data and click "Save & Continue"

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Enter data and click "Save & Continue"

Enter data and click "Save & Continue"

Step 5: Review and Finalize the Note:

  • Once all data is entered, review the saved information.
  • Finalize the note to complete the process.

 

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