Display draft treatment notes indicator on client dashboard

Description:

Feature Request

Implement a dashboard indicator that shows when a client has draft (unsaved) treatment notes. This will provide quick visibility of incomplete notes without needing to navigate into the client's record.

Problem Statement

Currently, when treatment notes are saved as drafts, there's no visible indication on the client dashboard. Clinicians must navigate into the client's full record to see that notes are only in draft status rather than finalised. This creates an inefficient workflow and increases the risk of forgetting to complete pending notes.

Proposed Solution

Add a visual indicator on the client dashboard that highlights clients with draft treatment notes. This should include:

  • Visual indicator (badge, icon, or flag) showing draft notes exist

  • Quick reference to which clients need note completion

Implementation Details

  • Add status tracking for draft vs. final treatment notes

  • Display indicator on client dashboard when drafts exist

  • Provide clear visual differentiation from finalised notes

Benefits

  • Improved task visibility - no need to drill into each client record

  • Reduced risk of forgotten draft notes

  • Better workflow management for busy clinics

  • Faster identification of documentation gaps

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Upvoters
Status

In Review

Board

πŸ’‘ Feature Request

Date

3 months ago

Author

Cloudia Rose Barr

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