A note's status indicates whether it is still being worked on or has been finalized.
Open
An Open note:
Can be edited
Can be deleted
Can have attachments added
Can have addendums added or deleted
Can be marked Complete when your documentation is finished
Complete
A Complete note:
Can no longer be edited
Cannot be deleted
Existing addendums cannot be deleted
Can still have new attachments added
Can still have new addendums added
Displays the Date Completed
What happens next
When you click Mark Note Complete:
The note status changes from Open to Complete
The original note becomes read-only
Future updates are added as addendums, preserving the original documentation
Tip
Use Save for later while you're still documenting a client session. Once your documentation is complete, select Mark Note Complete to preserve the original note while still allowing future updates through addendums.
If you need help managing client notes, please contact our support team at support@trova.health.