Proactive Clinic
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User Guide / Encounters & Clinical Notes

Encounters & Clinical Notes

Start, document and sign visit notes (SOAP or simple format).

For: Providers

The Encounters list shows every note with its status. Use the All / Open / Signed chips to filter. Open notes are unfinished and appear on the dashboard until signed.

Document a visit
  1. 1Open the patient's appointment or start a new encounter from their chart.
  2. 2Enter the chief complaint, then document using SOAP (Subjective, Objective, Assessment, Plan) or the simple note format.
  3. 3Add diagnoses, orders and vitals as needed — they link to the encounter.
  4. 4Sign the note to finalize it. Signed notes are locked; corrections are made as an addendum.
Encounters list with status filters.
Encounters list with status filters.
Tip:Unsigned (open) notes are the “Open notes” count on your dashboard — sign them promptly to keep charts and billing current.
User Guide — Proactive Clinic