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| 1 | Provide users access | Navigate to Settings>Staff Member>Roles>Edit Permissions - Access Previous Session Notes | Recommended to keep this permission selected for any user who has permission to “verify appointments” |
| 2 | What type of session notes will users be able to view, access and restore? | Users will see the following note types as options in the View Previous activity drop down list: Draft: Manually or Auto Saved by System Previously Submitted: A note that was in the filing cabinet but replaced by a newer version Filing Cabinet: Session note version is currently in the client filing cabinet
| Notes will be listed with the most recent on top Label includes session note template name, note type, date, time and user who was logged into the note Up to 10 notes can be displayed at a time
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| 3 | Access, view and restore notes | Click on Edit Note in the Session Note page: THEN Click on View Previous Activity DropDown Field Selecting the note in the dropdown will load the session note in the users view. Click on Restore to replace the saved session note with the selected session note Make any edits then click Submit to save the note to the client filing cabinet 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. There must be at least 1 previously saved note for the View Previous Activity drop down field to be visible. When user clicks “restore” the system will save the note to the appointment and the client filing cabinet. A session note currently in the client filing cabinet will only display in the View Previous Activity drop down for the following scenarios: (video above review these in more detail)
The session note in the appointment has been deleted but the note that was deleted from the appointment is still in the filing cabinet User changes the session note template in appointment, saves as a draft and the previous version is still saved to the filing cabinet. The session note in the client file cabinet has been deleted but the same session note is still in the appointment.
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| 4 | 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.
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