Filling out a progress note

Progress notes are documents used to record details about a patient's visit and treatment.

They can be simple documents for entering text, or more complex documents that use pre-defined fields and dropdown menus to encourage consistency amongst your team. Whether simple or complex, progress notes are based off of templates configured in the system.

The Progress Notes panel can be accessed in all three areas of Charting as well as the Patient Dashboard. The panel displays ten notes per page and can be filtered by text, title, and treatment date.


  1. Go to the Progress Notes panel
  2. Select New Note



  3. Choose the progress note template you want to use 



  4. Select OK
  5. Enter the necessary information



  6. Once the progress note is open different buttons will be available depending on the form's status.


    EffectAvailable InStatus Icon
    Close DraftThe progress note is saved as a draft and can be opened and edited later.Draft

    DiscardThe progress note is removed from the patient record and cannot be opened again.Draft

    AssignmentsThe progress note can be assigned to other providers.Draft

    LockThe progress note becomes Locked and cannot be edited. If the provider requires validation, the note becomes Pending.Draft

    RejectThe progress note is returned to Draft status so it can be edited.Pending

    Generate PDFA printable copy of the progress note is displayed as a PDF. Progress note PDFs are saved to the patient Files panel.Locked

    CloseThe progress note keeps its current status and can be opened again later.All Statuses


  7. Once closed, select a progress note's name to view it in a floating window again.


The progress note lifecycle helps illustrate how moving a progress note through the different statuses affects what you can do with it. For example, a Draft note can be edited but can't be turned into a PDF for printing.

Here is the standard progress note lifecycle. It starts by creating a new progress note.


The progress note lifecycle can be more complex depending on your workflows. The table below describes these workflows and provides more complex reference materials for each situation.

Additional WorkflowsProgress Note Lifecycle DescriptionReference
Providers require validation.

This lifecycle includes an extra step and status for validation.

It is a helpful reference if the provider attempting to lock the note requires validation. The Validate button does not appear on the note itself. To learn about where validation happens, see Validation overview.

Progress notes are assigned to providers.

This lifecycle includes the assignment option.

It is a helpful reference if your practice assigns progress notes to providers so that they receive a notification. To learn more about assignment, see Assigning a form to a provider.

Progress notes are assigned to providers and providers require validation.

This lifecycle has it all.

It is a helpful reference if your practice uses both validation and progress note assignment workflows.

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