Documents

Below the Action Center, Documents shows notes waiting for review and drafts you can continue. Counts follow your role and assignment.

Design — Documents

Documents

Pending review (2)

SOAP note — Jane Doe · awaiting your Sign Note

Sign Note

Draft notes (1)

Continue draft in Clinical Notes

Financial tab often hidden in current UI

Documents: Pending Review and Draft Notes

Below the Action Center, Documents shows notes waiting for review and drafts you can continue. Counts follow your role and assignment.

Documents sits under the Action Center tabs on Dashboard. Use it for note review and draft continuation—not for schedule status or Results signing.

Empty lines say No pending review notes / No draft documents. A Financial tab may exist in older docs but is often hidden in the current UI.

Sits below Action Center on the Dashboard right column.
Pending review: notes waiting for a reviewer (Sign Note when you are assigned).
Draft notes: continue drafting in Clinical Notes.
Empty states: No pending review notes / No draft documents.
Counts follow your role and assignment.
Signing pending review here is not the same as Sign on a Results row.

Pending review: Sign Note

Pending review lists notes waiting for a reviewer. Use Sign Note when you are the assigned reviewer.

This is reviewer workflow for clinical notes—not signing a lab/imaging result in Action Center → Results. If Sign Note is missing, you may not be the assigned reviewer, or your role may not allow note review.

After signing or finishing review, continue any remaining documentation in Patients → Clinical Notes when needed.

How to do it

Open Dashboard and scroll to Documents under Action Center.
Open Pending review.
Find the note that lists you as reviewer.
Click Sign Note and complete the reviewer steps shown.
Confirm the item leaves pending review (or open Clinical Notes if more review work remains).

Pending review = notes waiting for an assigned reviewer.
Sign Note appears when you are the assigned reviewer.
Different from Sign on Action Center → Results.
Missing Sign Note usually means assignment or role limits.
Empty state: No pending review notes.

Draft notes: continue in Clinical Notes

Draft notes lets you continue unfinished notes. Opening a draft takes you into Clinical Notes to keep writing.

Use Draft notes when you started a note from a visit card or chart and need to finish it later. Templates still come from Practices → Notes Templates. Completing the note can advance the journey bar Note Completed step on the related visit.

If the draft list is empty, either you have no drafts in scope or you are looking at the wrong practice/location context.

How to do it

Open Dashboard → Documents → Draft notes.
Select the draft you want to continue.
Finish the note in Clinical Notes (use templates as needed).
Complete or save per your clinic’s note workflow.
Return to Today's Schedule if you still need to advance visit status on the card.

Draft notes = unfinished notes you can continue.
Continue drafting in Patients → Clinical Notes.
Templates come from Practices → Notes Templates.
Completing a note can advance journey Note Completed on the visit.
Empty state: No draft documents.