How to enter a Progress Note

If you have permissions you will see the Progress Note tab in the eChart. Let's take a look at how this works. 

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1. Go into the eChart and click where you see Progress Note (green button)
2. To the right you will see Add Progress Note (green button)
3. Type your note into the Note box
4. If you have permission you can adjust the date and time
5. You can attach a file by using the attachment feature
6. Before you save you can Pull or Add your signature
7. When you are ready you simply click Save or Save as Private
8. Your note will be added and then you click on Back to List to move back to the main page. 
9. You can use filters to sort and find your note or others
10. These notes can be marked as reviewed by clicking the flag icon
11. If you have permission you will see an edit button and/or a delete button
12. These notes can also be printed from this area
13. There is also a Progress Note report in our Reports feature. 

From inside this same feature you can also send a request to the doctor. 

1. Click on the right where you see Send Request to Doctor (orange tab)
2. Select the Doctor from the dropdown list
3. Type your Message to the doctor on the Message box
4. Include any attachment
5. Click on Post to send this message. The message faxes out from our system through a fax service. 

**In order for this to work the provider Fax Number must be entered in the provider profile under Manage Providers

There are permissions to control the staff that can mark a Progress Note as private, save as private and view private notes. Be sure to set your permissions for this feature carefully.

There is a setting you can enable that makes the signature Required. This setting can be found in Admin Tools/iCM Settings/Progress Note Settings