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Sign-Off and Versioning

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Sign Off a Note

Signing off a note marks it as reviewed and finalized by an authorized provider.
  • Open the note and click the Sign off button in the note toolbar. The button is visible when the note has content and the current user has the Sign Off Notes permission.
  • Once signed off, the note displays a green Signed off badge with the provider name and date.
  • Signed-off notes can still be viewed and printed but edits are discouraged.

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Auto Sign-Off

Providers can enable automatic sign-off so that notes are finalized automatically after saving. This setting is managed per-provider in Settings > Preferences under the Auto Sign-Off toggle.

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Note Versioning

Every significant change to a note (AI generation, chat refinement, template change) creates a new revision. The version history is accessible from the note toolbar:
  1. Click the clock icon or the View Revisions submenu in the actions dropdown.
  2. A dropdown lists all versions, showing the creation date and version number.
  3. The current version is labeled Current Version with a green badge. The first version is labeled Original Version.
  4. Click any version to view it. A banner indicates you are viewing a previous version.
  5. To make edits, switch back to the latest (current) version.

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Note Expiry

Templates can be configured with an expiry period (in days). After the expiry period passes, the note displays an Expired badge. Expired notes remain accessible but are flagged for review.

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Note Header and Metadata

Each note displays the following in its header:
  • Patient name — Click to open the patient sidebar with full details.
  • Note title — Defaults to the template name. Click the title to edit it inline. Press Enter to save or Escape to cancel.
  • Note ID — A unique identifier for the note, displayed below the title. Click to copy.
  • Signed-off status — Shows a green checkmark with provider name and timestamp if signed off.
  • Linked appointment — If the note is connected to an appointment, a Go to linked appointment link appears in the top right.
To print or export a note:
  1. Open the note.
  2. Click the copy icon in the note toolbar to copy the note content to your clipboard as plain text.
  3. Click the actions menu (three-dot icon) and select Print / Export to PDF to open the browser’s print window with the note formatted for printing.
You can also print from the notes list by clicking Print in the note’s row action menu.