Manage draft notes

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.

 

This article will help you master the following topics:

 

How to create a draft note

Step 1 - From the case notes page, click on 'File'

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Step 2 - Click on 'File' then 'Save as Draft'

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How to find saved draft notes

Step 1 - Navigate to any client's file, then click on 'Clinical'

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Step 2 - Click on 'Draft Notes'

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How to convert a draft note into a case note

*Please note, converting a draft note into a case note will remove the ability to edit the note.

Step 1 - From clinical click on 'Draft Notes'

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Step 2 - Select the draft note you wish to convert

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Step 3 - Click on 'File' then 'Save & Finalise'

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