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Viewing Clinical Notes Revisions
Viewing Clinical Notes Revisions
Updated over a week ago

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.

๐Ÿ’ก 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.

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