Particular progress note template categories can be configured to appear under the various headings on the patient homepage;

• Medical History

• MD notes

• Pre-treatment

• Flagged progress note items

Patient Homepage & folders

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The presence on the homepage of hyperlinks to particular completed Progress Notes is governed by the category they are allocated to, configured in their template - File>System Configuration>Progress Note Templates

Progress Note templates should all be allocated a category, and specific categories can be given a code, so that any progress notes created using that template will display in a specific area on the patient homepage.

Progress Note Categories & Codes

In this example, this progress note template called ‘Clinical note’ is in the ‘nursing’ category.

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Applying a code to a Progress Note Template Category

To give the Nursing category a UDF code, right click on the field and select ’Edit List'

Add the code relating to the section on the homepage that you want those completed progress notes with Category ‘Nursing’ to appear in

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How this displays in the patient record;

• Any progress notes created from templates with the category ‘Nursing’ will now appear as a hyperlink under the Medical History subheading on the patient homepage.

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You can create as many categories as you like - it’s an editable list. We’d recommend creating another category called e.g. Pre-treatment nursing, and give THAT category the UDF code. Then only some nursing Progress notes will appear on the homepage, not all.

Flagged Progress Notes

Any questions in Progress Note templates can be flagged and the question and answer will be visible as a hyperlink on the patient homepage.

When you are in the question line in the template, there will be an unfilled flag visible in the remarks column.

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Clicking the flag will fill it, and when the PN is saved and closed, the question and answer will be available on the homepage

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