Clinical Notes Auto Save Indicator

To improve the clinical notes experience, an auto-saving indicator feature has been added to address users' issues when leaving a form before completing the clinical note field update-saving process.  This update replaces the notification that typically appears in the bottom left corner of the screen, as well as the older notification that used to display in the center.


Auto-Save Indicator Workflow

When a form is exited before the clinical note field update process is complete, the following issues may occur:

  • Out-of-Sync Data: Data between forms may become inconsistent.

(Example) If a user enables a switch linked to billing codes and navigates to the billing tab, they may find that the billing codes were not applied.

  • Data Loss: Exiting the window or tab completely may result in the loss of unsaved data.

Web

Once a user modifies a form field, the auto-save process begins, and an indicator will appear in the clinical note header.

The indicator is responsive and will update according to the status of the auto-save process:

Save in progress

Save completed successfully

Save failed to complete

If the save encounters an error, the user will see a notification in the bottom left corner of the screen, allowing them to copy diagnostics related to the issue.

If the user tries to move to another form before the auto-save process is completed, they will see the following pop-up window:

The "saving in progress" pop-up in the clinical notes header is currently in beta testing, not all customers will see this enhancement immediately.  An update will be provided once the feature becomes available to everyone.


iOS

The following auto-indicator will appear when form fields are saving.