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Option to Save Note in DRAFT MODE

To save a Session Note in Draft Mode:

Select Save Draft

• A session note saved in Draft Mode will not count towards your company billable appointment requirements. You must select “Submit” note for it to be counted towards the billable requirement.

• Only session notes that are submitted will be saved in the Client filing cabinet.

• The auto-save feature will save a staff’s note as a draft note after 5 minutes regardless of activity or inactivity

Last Saved Display:

The original submission date and time will remain as the timestamp of the completed session note displayed at the bottom of the session note

• Each time the note is saved, the timestamp on the top left-hand side of the session note will update.

• The original submission date will continue to be reported on the bottom of the session note display, although the last saved date/time may be different

Submit Note

To submit your final note

Select Submit Note

• The action Submit Note is the final saving action of your note. Once a note is submitted, the session note requirement will be met and will be saved in the client file cabinet in their Session Notes folder.

• Once a note has been submitted, if the note needs to be edited - Submit Note will be the only save option

Edit Note

To edit a session note:

Select EDIT NOTE

Then make any applicable changes

When ready, select Submit Note

• When a session note has been edited, the Last Saved timestamp will now update based on the last date & time the session note was saved

• If Edit Note is selected auto-save will initiate after 5 minutes regardless of activity or inactivity

Mark As Reviewed

To Mark a note Reviewed

Select Mark as Reviewed

• The Mark as Reviewed button will appear once a session note has been submitted

• Recommended: Best practice is for supervisor’s to use the Mark as Reviewed feature to document session notes they have reviewed. Please contact your System Admin with any questions related to your internal process for reviewing notes

Delete Note

To delete an entire session note

Select Delete Note then select Continue

• Once a note is deleted - the note will be deleted at the appointment level only.

• If the session note was previously submitted and saved to the client filing cabinet, you will also need to delete that version.

• If you do not have permission to delete a session note, please contact your System Admin to confirm your permissions. The permission required to delete a session note is:

  • Funder Reports > Delete

Communicate via Comments

Communicate with your team by leaving a comment

Type your comment and select Save Comment

Once submitted, your comment will display as well as your name and the date & time you left the comment

If you need to clear out any already typed comments (If any)

Select Clear

• Comments will not display in the session note that is saved in client filing cabinet

Locate Draft Session notes in the Appointment List

Go to Appointment List

Select filter for Session Note Status: Draft

Then sort appointment’s according to session note status such as: Draft

• Session Notes in Draft format due to loss of data or connectivity issues can be recovered if users are permissioned to access Session Note Drafts.

• Review this tutorial for more on Session Note Drafts: Access and Recover Previously Saved Draft Session--Training Guide

• If a draft is entered & a session note is required then the appointment status will remain: Needs Verification