Mark a note a "completed" which moves it to a secondary list but does NOT delete it until manually deleted or at the set interval
Jacob Donovan
The "list" gets cluttered. It would be AWESOME to mark a note as completed / transferred and copied but keep it in a "completed notes" tab that would disappear from the "past" and "scheduled" areas.
Like a third tab for "OK I copied this over but if needed for a letter later, referencing, or looking at the transcript I can still find it until 7 days has passed.
Just to keep things less cluttered.
Michael Abrahams
I have started incorporating tick boxes at the start of my patient note - I manually tick them once note pushed to cliniko and again when patient clinic letter created. Its not ideal. Before integration i used to do a > or @ or £ symbol in the patient name to indicate completion or not. This isnt possible since you cant edit them. The PUSH to CLINIKO button should go green when pushed. And the Notes need to go finalized to cliniko since they are edited and corrected in Heidi. This is so important
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Alycia Straeter
YEESSSS I agree!
Like I know I need to review and adjust notes but if I don't have a chance to do it as soon as a session is done, I wish I could mark them as draft or final and then ARCHIVE them rather than them being deleted, even better if archiving them deleted the transcript but kept the associated documentation.
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Violet Clover
Yes This!