Once a clinical note is saved and marked as complete, PracSuite begins tracking any changes made to it. When a revision is on a clinical note, you will see the history icon and a last edited message which includes the user who last edited the note.
Clicking on the message reveals a button that will allow you to view the revisions and original note.
When viewing the revisions, scroll through to reveal previous versions with the original completed note at the bottom.
💡 Note that edits to drafts are not stored. Revisions only occur when editing a completed note.
Revision Period
From Settings > Clinical Notes > Clinical Notes, you can set the Edit/Revision period for users with the Edit permission. The revision period can be 1-12, 24 or 48 hours.
Role Permissions
A PracSuite user with the System Administrator Role can always edit a note at any time. A Role can be configured to have the following permissions relating to revisions:
Edit Notes - allows a user to edit a note once it has been saved as complete during the revision period
Edit Notes After Revision Period - allows a user to edit a note once the revision period has expired
There are also options to enable editing notes written by other practitioners, as well as editing the author or date of a note.
