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'
Step 2 - Click on 'File' then 'Save as Draft'
How to find saved draft notes
Step 1 - Navigate to any client's file, then click on 'Clinical'
Step 2 - Click on 'Draft Notes'
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'
Step 2 - Select the draft note you wish to convert
Step 3 - Click on 'File' then 'Save & Finalise'
coreplus support -