Let's walk you through the steps required to save a care note as a draft and how to update a draft care note.
Watch this video for a comprehensive walkthrough.
Topics Covered
Save Care Note as Draft
- Select the patient using the Global Search Bar.
- Hover over Clinical > select Chart.
- Click +Note to add Care Notes.
- Enter your Care Notes.
- Click Save as Draft.
- Your care note has been saved as a draft.
- Come back anytime to work on the care note as intended.
Edit a Draft Care Note
- Scroll down and select the Notes tab OR the To Complete tab under the Chart grid.
- Click on the intended note that you wish to edit.
- On the modal that follows, enter the details and click on Finalize when you are ready to save the document.
View Pending Clinical Notes
Let's look at an alternate way to view incomplete notes from the Dashboard.
- Navigate to Dashboard > select Lists > Pending Clinical Notes.
- From the modal that pops up, click on the Notes to Complete tab.
- Here, you will find all the incomplete notes.
- All you need to do is click on any one of them and get started.
Practices can use this simple guide to learn about saving a care note as a draft and updating it later at their convenience.