How do I start a new note/encounter in Practice Fusion?

Note: Access to the EHR features described in this article may differ for practices who have already purchased a Practice Fusion EHR subscription plan. Please contact Practice Fusion Customer Service for additional information.

New encounter notes can be created from within the Summary and Timeline tabs of your
 patient's chart.
Note: Staff edit levels are not able to edit SOAP notes, but can create SOAP notes, and create/edit other types of notes. For more information about edit level permission, see How do edit levels work?

Create a new note from the patient's chart
1. Open the patient's chart.
2. From the Timeline or the Summary section, click the New Encounter (SOAP) button to create a SOAP note.  Alternatively, click the arrow to the right of the button to see the drop-down of other note types. *All notes that are not titled SOAP are Simple-format notes.

If an encounter has already been generated for that patient on that same day (i.e. if the patient has been checked in on the schedule), you will receive an alert to help you avoid duplicate encounters. You may proceed to create a new encounter or continue with the existing encounter.

3. Following this you will be taken to the new note. Note: If you are in the encounter, you may adjust the encounter type as needed. If not updated, it will default to “Office Visit” and count in the Meaningful Use dashboard.  Proceed to complete the fields and be sure to click Save
Note: Only Phys/MD/DO edit level users may sign a note.

Returning to a note you created 
After the chart note is saved or signed, you will be able to return to the note from the patient's Timeline and Summary tabs.


  1. How do I search for patients in the EHR?
  2. How do I customize my patient chart view?
  3. How do I complete a chart note?
  4. How do I use rich text editing when charting my encounters?
  5. How do I add diagnoses to a patient chart?
  6. How do I add a medication?
  7. How do I use flowsheets?
  8. How can I preview previous encounters and results while completing an encounter?
  9. How do I print a patient's chart or certain sections of the patient's chart?
  10. How do I print a chart note?
  11. How do I add past medical history (PMH), allergies, medications and diagnoses to an encounter?
  12. How to record and print patient demographics and profile
  13. What information is available in a patient's Timeline?
  14. How do I use the growth charts?
  15. How do I merge duplicate charts?
  16. How do I print the care plan?
  17. How do I open an existing patient chart?
  18. Can vitals be added in Metric Units or US Customary Units?
  19. How do I add advanced directives?
  20. How do I add allergies?
  21. How can I edit my signed chart note?
  22. How do I add Family Health History?
  23. What is the difference between a SOAP and Simple note?
  24. What are the Character Limits when Charting?
  25. What are the limits of simultaneous editing?
  26. What are Screenings/Interventions/Assessments?
  27. Where can I learn more about the different components of an encounter?
  28. How do I delete or deactivate a patient?
  29. How do I edit information on the Patient Summary?
  30. How can I view Diagnosis comments?
  31. How do I search for inactive patients?
  32. How do I change the date in an encounter?
  33. How do I populate the list of Frequently prescribed medications?
  34. How do I view more information for medications?
  35. Why am I receiving the error "Unable to sign" when trying to sign a chart note?
  36. How do I delete an unsigned encounter?
  37. Who can sign a chart note?
  38. How do you change the 'Seen by' provider in the new encounter?
  39. How do I add a patient?
  40. What information is required to save a patient's chart?
  41. How do I create a patient record number?
  42. How do I edit an existing SOAP or Simple Note?
  43. How do I record "Unknown Family History?"
  44. How do I pull history from one patient visit to the next?
  45. How do I refresh a patient's chart?
  46. How do I start a new note/encounter in Practice Fusion?
  47. How do I create and export a Continuity of Care (CCD) clinical document?
  48. What is the file size of a patient image?
  49. Can I move a Patient Record Number from one chart to another?
  50. How do I view or update a patient's appointment within their chart?
  51. How do I add a custom medication?
  52. How many charts can be open and how do I close them simultaneously?
  53. How do I assign a Care Team?
  54. How do I add vitals to flowsheets?
  55. How do I customize my template line settings?
  56. How do I set my patient list and Timeline default?
  57. How do I attach a document to an encounter?
  58. How do I create and update "My Dx List"?
  59. How do I add custom allergies?
  60. How do I participate in the Prolia® Safety Program?
  61. How do I document patient risk score?
  62. How do I document an implantable device?
  63. How do I document social history?
  64. How do I add Goals and Health Concerns to the patient Summary?
  65. Why am I seeing CCDA display errors?
  66. How do I manage display settings for inbound CCDAs?
  67. How do I add new Encounter Types?

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