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Progress Notes

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Last updated 4 years ago

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Classic View

Classic View is the default view when you open the Progress Notes tab. Each Progress or Transaction is listed and sorted by date.

Grouped View

Grouped View is almost the same as the classic view but related progress notes are "grouped" under a parent progress note.

TIP: You can group related progress notes by clicking the checkbox "This is linked under an existing progress note" and selecting the "Parent Progress Note".

"Parent Progress Note" - This is where the progress note is linked under.

Progress Notes (Classic View)