- 1. Open any new progress note.
- 2. At the bottom of the progress note, click on the carat next to Templates:
- Click on "SET DEFAULT OPTIONS"
- 3. A new window will open up allowing you to customize which sections of the templates you want to be able to merge onto your progress note
- 4. Start with either REGULAR or PHYSICAL visit types, then click on ALL CATEGORIES >> APPLY.
- 5. Repeat the step for the other visit type(s).
- 6. When you've applied your default options for ALL visit types, click on SAVE.
- 7. Now you should be able to merge a template onto your progress note and see HPI/Physical Exam sections or other missing sections appear.
Template Not Merging all Sections onto Progress Note?
Arianna Porrata-Doria -