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How do I create a progress note?
How do I create a progress note?

Send progress notes to owners

Adam Steiber avatar
Written by Adam Steiber
Updated over a week ago

To create a progress note to send to owners:

  1. Click on the Communications tab at the top of the screen

  2. Click on Progress Notes

  3. Click on Add Progress Note

  4. Enter in the details for the progress note

  5. Press Send or Save if you wish to review and send later


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