Recover Previously Saved Draft Session--Training Guide

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.

Open

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

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.

Open

• Selecting the session note draft from the View Previous Drafts 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.

   

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