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.

📝 Draft notes are created from the Case Notes page.


Saving draft notes

1. After writing up your notes, click on Save as Draft to save the note as a draft message


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 or just click the Save & Finalise towards the bottom of the draft note


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