Client notes can be saved as drafts or finalized notes. Draft notes can be edited and saved as often as needed until finalized. As you make adjustments to draft notes, they are autosaved. Once a note is finalized, it is locked and cannot be edited. However, you can add an addendum to a finalized note if you need to make changes or add additional information.
Note: You will have 7 days to revert the finalized note to a draft. After 7 days, finalized notes cannot be modified.
Client notes can be saved as drafts or finalized notes. Draft notes can be edited and saved as often as needed until finalized. As you make adjustments to draft notes, they are autosaved. Once a note is finalized, it is locked and cannot be edited. However, you can add an addendum to a finalized note if you need to make changes or add additional information.
Note: You will have 7 days to revert the finalized note to a draft. After 7 days, finalized notes cannot be modified.
Client notes can be saved as drafts or finalized notes. Draft notes can be edited and saved as often as needed until finalized. As you make adjustments to draft notes, they are autosaved. Once a note is finalized, it is locked and cannot be edited. However, you can add an addendum to a finalized note if you need to make changes or add additional information.
Note: You will have 7 days to revert the finalized note to a draft. After 7 days, finalized notes cannot be modified.