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This tutorial will show users to recover a draft of a session note in case of data loss due to network issues or connectivity.

  • Control which users have the ability to recover the session note drafts

  • Access and Restore the Session Notes Drafts

  • PLEASE NOTE:

  • This feature will be applicable for session notes submitted via browser after 08/16

  • Currently, your session note auto-saves every 5 minutes

Description

How To:

Good to Know

1

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.

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

2

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.

  • 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.

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