<< Click to Display Table of Contents >> Edit a Draft Note |
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To Edit a Draft Note:
1. | Select Note List. |
2. | Sort the Signed Date Time column in ascending order. The draft notes will display at the top. |
3. | Select the note and select Edit. |
4. | An Edit Note panel will display, add any needed modifications to the note. Select the refresh icon to update any filters. If the note is selected to be closed prior to an autosave or Draft being selected, the following message will display: 'THERE ARE UNSAVED CHANGES! Any changes you made will be lost, do you want to proceed?' Select Close Panel to proceed without saving or Cancel to re-access the Edit Note panel to save changes. |
5. | Select Draft or Sign, a green success message will display in the upper right hand corner that the selected action was successful. |
NOTE: Only one edit panel per template ID may be opened at one time. For example, the Progress Note with the ID: 17563 has an edit panel open and the user navigates back to the Note List panel and attempts to select the Edit option from within the Progress Note with ID: 17563 the following message will display: 'Edit panel with id:17563 is already open.' The message will close and the user will be navigated back to the edit panel.