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Add a Previously Documented Impression to the Today's Impression/Plan Summary Grid

Before you begin

For proper functioning of UI elements, it is recommended to download and install Windings 2 font on \Windows\Fonts folder.
The Previous Impression/Plan grid of the Assessment/Plan - OPH template lists previously documented impressions or plans and you can add these records to the Today's Impression/Plan Summary grid.
  1. On the Assessment/Plan - OPHtemplate, expand the A/I/P Details panel, and then select the Previous Impression/Plan option.
    The Previous Impression/Plan grid opens.
  2. Select the records from the Previous Impression/Plan grid, and then click Add to Grid.
    The selected records appear in the Today’s Impression/Plan Summary grid.