Editing existing clinical notes within PracSuite is optional. However, if a user has permission, PracSuite automatically tracks the edit history of clinical notes after they're saved and marked as completed.
Additionally, PracSuite can be configured to lock completed clinical notes after a specified revision period (up to 96 hours). Once this period has passed, the note can no longer be edited.
Note that edits to drafts are not tracked as revisions. Revisions only occur when editing a completed note.
Revision Period
From Settings > Clinical Notes > Clinical Notes, you can set the Edit/Revision period. The revision period can be set to hourly intervals up to 96 hours.
Role Permissions
A PracSuite user with the System Administrator Role can always edit a note at any time. For other roles, you can configure 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, only within the revision period
Edit Notes After Revision Period - allows a user to edit a note at any time, including after the revision period
Note that revisions are always tracked regardless of the chosen revision period. Users with the ability to edit notes after revision period will still have their edits tracked.
Viewing Clinical Note Revisions
When a revision has been made to 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 last edited badge will allow you to view the revisions dating back to the original instance of that clinical note.
