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Provide users access to session note drafts

• Navigate to Settings>Staff Member>Roles Member Settings>Roles and check the permission - Access Session Note Drafts “Access Previous Session Notes” (Under the Scheduler section) 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, by defaultThis permission should come auto-selected for Roles 1-4

How to Access and restore session note drafts

Click on Edit Note in the Session Note page:

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Click on View Previous Activity Drop Down Field

• Selecting the session note draft from the View Previous Activity dropdown will load the Session Note in the users view.

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

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

  

• (Super Important) If a session note was previously submitted to the client filing cabinet and a draft is recovered the session note in the client filing cabinet will remain there until the note in the appointment is submitted.

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

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

• The most recent draft will be on top of the list

System Auto Save Feature

Rethink will auto save every 5 minutes when a user is in edit mode of the session note.

• If no edits have been made currently Rethink will auto save the note you were editing regardless. (working on future enhancements for this functionality)

• Before leaving the session note page be sure the changes you wanted to be completed have been updated.