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Can I edit a note after marking it as complete?
Can I edit a note after marking it as complete?

Creating Notes

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  • Editing Restrictions: Once a note is marked as complete, it cannot be edited. This ensures the integrity of the information at the time it was finalized.
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  • Adding Information: If you need to include additional details after a note has been completed, you can use the "Add Addendum" option. This feature allows you to append new information without altering the original content of the completed note.
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  • Record Integrity: Using an addendum helps maintain a clear, chronological record of updates and ensures that the original notes remain unaltered, providing a reliable historical account of client interactions.
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  • Best Practice: Itโ€™s a good idea to use the addendum function for any follow-up actions or new information that arises after the note has been completed, ensuring all pertinent information is captured while keeping the original note intact.

This approach allows you to keep your client records comprehensive and organized, facilitating better management and retrieval of information.

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