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The changes below were made as a direct result of customer feedback.

We have made improvements in the following areas:

  1. Auto Save functionality now available on mobile browser

  2. When users can save edits to previously submitted notes saved to the client file cabinet

  3. Simplified pop up messaging when users navigate away from the session note area

  4. Removed pop up messaging when users navigate away from the session note area and have not made changes

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  • On the session note tab, if a session note is in draft form, the user will see a blue DRAFT label.

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Good to Know:

The system will apply the auto-save only when the user takes action on any of the fields in the session note template within any 5-minute period.

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SAVE, when they are ready to save the note to the client file cabinet. (the system relies on the user to decide when it is time to make the note an official part of the client record in the file cabinet)

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Refined SAVE note functionality

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  • When the user takes action on the form THEN the SAVE option will be visible

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Good to Know: Users are not currently able to manually save session note drafts on the mobile browser. This is a feature that will be considered for future enhancements.

Info

Want to learn more about saving session note improvements on the Desktop Application?

Saving Session Note Improvements (Desktop)