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.


Accessing your saved draft notes

1. From the client's file, click on Clinical

2. Click on
Draft Notes

3. Select the Draft Note you wish to edit or finalise

4. To finalise the note, click
File, then Save & Finalise or just click the Save & Finalise towards the bottom of the draft note

Did this answer your question?