Draft Mode and Finalizing Notes

Overview

Welkin encounters support a Draft mode that allows care team members to save incomplete documentation and return to it later before finalizing the record. This is particularly useful for clinical encounters where notes need to be reviewed or co-signed before being locked.

How Draft Mode Works

When an encounter is saved without being finalized, it enters Draft status. In draft mode:

• Notes and assessment responses can still be edited

• The encounter appears in your task list or dashboard as requiring completion

• Other authorized care team members may also be able to view and edit the draft

Draft mode is available for encounters configured with this workflow by your organization's Designer settings.

Saving a Draft

1. During an encounter, enter your notes and complete assessments

2. Click Save as Draft instead of Complete

3. The encounter status changes to Draft

4. You can return to the encounter at any time to continue documentation

Finalizing Notes

To finalize and lock an encounter:

1. Open the draft encounter

2. Review all notes and assessment responses for completeness

3. Make any final edits

4. Click Complete or Finalize

5. The encounter is now locked; its status changes to Completed

Co-signing and Supervisor Review

Some organizations configure encounters to require co-signature by a supervisor or attending clinician:

1. Complete your documentation and click Submit for Review

2. The encounter is marked Pending Review and appears in the supervisor's queue

3. The supervisor reviews and clicks Co-sign to finalize

Editing Completed Encounters

Once finalized, encounters cannot be edited without admin intervention. If a correction is needed, contact your Welkin administrator.