Using the Progress Notes Tab

Skill Sharpeners

Exercise 1—Attach a Progress Note

You want to attach a note to indicate that you used an anesthetic on Jacob Adair during his visit today. 

To create the note:

1. Open Mr. Adair’s chart and click the Prog Notes tab.

2. Click Note, located above the Progress Notes/History section of the window. The Note Template Pick List is displayed. 

3. Select Anesthetic used and click OK.  

4. Use the options on the window to enter variable information and then click OK. The Attach note to patient chart window is displayed. 

5. Click OK. 

Exercise 2—Display a Thumbnail Image

From the Prog Notes tab, display a thumbnail image of tooth #3.

To display a thumbnail image: 

1. Click the Prog Notes tab. The Progress Notes window is displayed. 

2. Click the column header Area to sort the notes by tooth number. 

3. Click on the note relating to tooth #3. The thumbnail image is displayed in the Image Viewer near the bottom of the window.

Related Topics

Progress Notes Tab

Attaching Progress Notes

Correcting Entries

Viewing Notes by Tooth or Area

Printing Progress Notes