Step 4: Save Your Note

1. Click the "Save to Chart" button on the "main" menu. If you have trouble locating the "Save to Chart" button, you also may press the small blue square floppy disk icon in the top left-hand corner of the screen.

2. Before pressing "save," be sure to select the a visit type from the drop-down menu. (If you do not see exactly what you are looking for, select the closest option or ask your supervisor for clarification.)

3. Enter any additional information required, then press the "save" button. Your note will appear in the Chart Summary Screen.

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