Skip to main content
MCP 3.0

Access Document Drafts

  • August 13, 2025
  • 0 replies
  • 19 views

Ensora Education Team
Forum|alt.badge.img

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.
Snag_95d3e168.png

 

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.

Snag_250ce59b.png

This topic has been closed for replies.