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Provide users access to session note drafts

• Navigate to Company Account > Roles and check the permission - Access Session Note Drafts to enable users to access and recover session note drafts.

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• If you are a Role 4 user then you have permission to recover the session note draft

Access and restore session note drafts

• If the Session Note has previously saved drafts, you will see a View Session Note Drafts drop-down that will list the previous drafts.

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• Selecting a will load the Session Note in the users view.

• Click on Restore to replace the saved session note with the selected session note draft

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• Click on Undo if you need to cancel the selection and go back to the originally saved session note.

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• The selected draft will not replace your originally saved session note until you click the Restore button.