Mark Note Complete is used to finalize a client note once your documentation is finished.
What happens when you mark a note complete
The note status changes from Open to Complete
The original content of the note is finalized
The date the note was marked Complete is recorded
After a note is complete
The original note can no longer be edited
You can continue adding information by creating an addendum
The addendum preserves the original note while documenting any additional information
Important
Once a note is marked Complete, it cannot be changed. Review your documentation before finalizing the note.
Tip
If you're still working on a note, leave it in Open status and continue editing it until you're ready to mark it Complete.
If you need help managing client notes, please contact our support team at support@trova.health.