How to Add or Update a Progress Note Header in EHR 24/7

If you need to customize the header that appears on your progress notes (such as adding your company name or address), follow the steps outlined below.  

Before We Begin

Make sure you're logged in to the username for the Provider whose header you are needing to modify, add or update the Progress Note Header for, as the header settings are set for each Provider via their own individual usernames in EHR 24/7.

Steps to Add or Edit a Progress Note Header:

Navigate to the Provider Profile

• Go to:  
  EHR 24/7 > Manage Office > Providers

Edit the Desired Provider

• Find the provider whose note header you want to update and click the Edit button next to their name.  

Scroll to Progress Note Header

• On the Edit Provider screen, scroll down until you locate the Progress Note Header field.  

Enter the Header Details

• Type in the desired information (such as Company Name, Address, or Contact Info) that you want to appear at the top of the provider's progress notes. Please be advised that there are character limits for each row, and each row corresponds to a single row on the printed progress notes.

Click Update to Save

• Once you've entered the necessary details, scroll to the bottom of the screen and click Update to save your changes. You can view the changes by navigating to a Patient’s Chart and viewing a Progress Note. The changes will now apply to both future Progress Notes as well as all Progress Notes that have already created with the Provider listed as the Treating Provider on the note.

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