Access and Recover Previously Saved Session Notes.
Desktop Application Feature only at this time
Users can now access, view, and restore up to 10 session notes previously saved
How To | Description | Good to Know | |
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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:
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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
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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. |
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