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Revert back to a previous version of an existing Progress Note
Revert back to a previous version of an existing Progress Note

How to quickly compare Note versions or undo Note changes.

Updated over 5 months ago

If you've regenerated Progress Note but would like to revert back to a previous version, no problem! Read on to learn more.


Important

Separate versions of the Progress Note are only retained if they were regenerated by:

  • Changing the Note Type

  • Changing the Session Type

  • Changing the Primary Treatment Approach

  • Changing the note via Magic Edit

  • Changing the note via adjusting your Note Preferences

Manual edits to the content of the Note are not saved as a new version and would have to be manually edited if desired.


How to revert back to a different version of an existing Progress Note

  1. Near the bottom-left of the Progress Note, click the small dropdown that shows it's current version (like "v2", for example) and select the version you need

  2. That version will then appear, and you can go back to the newer version anytime as well.

For example, watch as I switch between multiple versions of my existing Progress Note:

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