Ideas

Save Note vs. Finalize Note

Create a save and finalize note option. This way providers can save notes until they are completed and then finalize them. We would also have to add an admin function that would allow admins to see a report of all notes that are saved but not finalized. Eventually the finalize function could be combined with e-sign to where when the note is finalized it also bears an electronic sig from the provider.

  • Guest
  • Nov 9 2016
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  • Guest commented
    November 9, 2016 18:47

    User asked about this same feature. May be the same user but wanted to add a note stating that David Knowles asked for this as well.