To manage your drafts i.e. progress notes and forms
Your Drafts displays all draft progress notes and form submissions that were created by you. It is private and only visible to you.
Quickly find drafts by:
Searching by Client Name or NRIC / FIN or Progress Note Title / Form Name
The search will apply to either Progress Notes or Form Submissions, depending on the active tab
Use the toggle to switch between Progress Notes and Form Submissions
Click the client name to view their profile
Click the progress note title to open the note within the client profile
Click the form name to open the form within the client profile
Before resolving or cancelling a referral, it's good practice to check for any outstanding drafts linked to the client
Last updated 1 month ago
