Draft notes are similar to case notes, however, they can be edited once saved. A draft note can be converted into a case note (which complies with MedicoLegal standards) through the save options.
π Draft notes may not save if the note contains special characters such as ' , / - & $ () {} | etc. Try removing these special characters and saving the note again.
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This article includes:
Saving draft notes
1. From the client's file, click on Clinical > Case notes
2. Write your case note as required
3. Click on Save as Draft to save the note as a draft message
π‘ Saved as a draft will allow you to continue to edit the case note
Finalising your saved draft notes
1. From the client's file, click on Clinical > Draft Notes
2. Select the Draft Note you wish to edit or finalise
3. To finalise the note, click File, then Save & Finalise
π‘ Once a note is saved and finalised, it cannot be edited.
π Our add-on Theratrak can help you with saving draft notes. Please, find out more here: Theratrak
See similar articles regarding client files and information:
π Case note templates
Please let us know if you have any questions and don't forget to rate this help article below, so that we can continue to improve our support to you!
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