InToday Workflow Guide

Review and edit a saved visit note

Read an existing visit note and open it for further editing.

For: Physicians

Before you start

What you’ll achieve

The saved note has been reviewed and is open for editing when needed.

1

Review the saved note

Open Clinical Notes and read the saved note. The unsigned reminder shows that the note still needs a signature.

Review the saved note
2

Open the note for editing

Choose Edit Note to review or continue editing the saved text. Saving and signing are separate actions; keep the note unsigned while it is still a draft.

Open the note for editing