You can review the patient's medical summary details on the Home Page template and then proceed to the SOAP Plan Finalize templates.
 The provider workflow involves:
 
  - Reviewing the data documented up to this point in the encounter to obtain an overview of the patient's condition as well as updating and providing additional information as needed
 
  - Documenting the presenting problem(s) and various physical exam findings
 
  - Documenting the procedures performed
 
  - Creating a treatment plan
 
  - Documenting Evaluation and Management (E & M) codes