Save for later allows you to save your progress without finalizing the note.
How Save for later works
When you click Save for later:
The note is saved in Open status
Your changes are saved to the client's record
You can return to the note and continue editing it at any time
While the note is open
You can continue to:
Edit the original note
Add attachments
Add addendums
Mark the note Complete when your documentation is finished
What happens next
Once you click Mark Note Complete:
The note status changes to Complete
The original note can no longer be edited
You can continue adding attachments and addendums if additional information needs to be documented
Tip
Use Save for later if you're still documenting a client session or waiting for additional information before finalizing your note.
If you need help managing client notes, please contact our support team at support@trova.health.