# Complete a Consult from the Notes Tab

1. Select the Notes tab.

2. Select the New Note button (or select New Progress Note from the Action menu).

Note: If this visit is undefined, you will prompted for encounter type and location, clinician, date, and type of visit, such as Ambulatory, Telephone, or Historical.

3. In the Progress Note Properties dialog, select the following so that the note may be auto-saved:

a) Progress Note Title (e.g., General, SOAP, Warning, etc.). Additional items will appear on the dialog for titles that require entry of a cosigner or an associated consult.

b) At the bottom of the Progress Note Properties dialog, select the consult that the note is resolving. If you need help choosing the consult, highlight the consult and select the Show Details button as shown below:

The Show Details button helps the user select the correct consult to resolve.

c) If necessary, change the note author by selecting the author from the Author drop-down list.

(Note about providers with similar first and last names.)

d) Enter any additional information, such as an associated consult or expected cosigner.

Note: Occasionally a problem occurs if a cosigner's access lapses and they have become "disusered". If this occurs, you can click OK and proceed with that selection or click Cancel and choose another cosigner.

e) Click OK.

4. From the Consult Request Selection dialog, select the consult you are closing.

5. Type your note, including any test results.

6. From the Action menu, select either Sign Note Now or Save without Signature.

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