Smart Phrases (EMR > Progress Notes) #

• Go to the EMR module after selecting a Patient.
• Go to the Progress Notes tab.
• Click on the Settings icon of the Type of the Phrase like Past Medical History in the example below.

• A popup will be opened.
• Type of Smart Phrase is selected.
• Select the Provider from the dropdown.
• Click on the Add button.

• Write a Name, Title, and Template of the Smart Phrase.
• Select the Locations from the dropdown of the checkboxes.
• Select the Type from the dropdown.
• Select a Provider from the dropdown.
• There will be Edit Access to the Administrator if you don’t change the Provider.

• If you select Providers from the dropdown of checkboxes.
• You can grant them Edit Access by selecting the checkbox.
• Click on the Save button.

• The Smart Phrase will be added.