My Clients Plus document templates in the Client Profile (Initial Assessment & Diagnostic Codes, Treatment Plans, and Progress Notes) all have a Draft feature built in. This is helpful if you have to navigate away from the document before you are finished. My Clients Plus will save a draft for you to access when you come back to the document.
When you start typing in one of these templates, a message appears in the top right corner to alert you that a draft is being Saved. If you navigate a way from the Note or Document, you can access your Saved Drafts from just below the Save button.
If you click the View Draft Copies of This Note, previous Drafts or Versions will be listed by date created. Click desired draft to open it.
IMPORTANT: If you return to a document and start typing INSTEAD of loading your first draft, you will create a second draft of the document. All drafts will be deleted when you click Save.
