Create a progress note in a record to document your interventions and follow-up. You can use a template, format your content, and add images to your notes.

Create a new progress note

1. Open the relevant record.
2. Go to the Progress Notes tab.
3. Click New Note.
4. If needed, change the note title and the date and time of the intervention.
5. Write your note or apply an existing template.

You can also create a new note from an existing note. To learn how: How do I create a new note from an existing note?

Format a note

Use the formatting tools to organize your note and highlight important information.

You can use:

• Headings and subheadings
• Bulleted and numbered lists
• Checkboxes
• Tables
• Bold and italics
• Colours and highlighting
  

Add an image to a note

You can add an image directly to a progress note in two ways:

• Copy and paste the image into the note
• Drag and drop the image into the note

Images remain visible in the note and are also included when you print it.

Save or finalize a note

Once you have finished writing your note, you can:

• Save it as a draft to complete it later
• Add it to the record when it is complete
  

Once a note is added to the record, your signature is automatically added when you print or export it as a PDF.

To learn how to edit a recorded note: Is it possible to modify a note that has been added to the record?