Disable Carryover

Purpose:

To provide clear instructions on how to enable or disable the Carryover feature when creating or updating a case, allowing therapists to control whether draft notes pull from existing notes or start as blank.

Scope:

This procedure covers:

• Accessing the Disable Carryover setting when creating a new case from the Note Tab.
• Modifying the Carryover setting on an existing case via the Actions menu.
• The impact of this setting on note generation (blank notes vs. pulled-from-existing notes).

Procedure:

1. When creating a case from the Note Tab:
   1. Click on + Add.
   2. Under Note Rules, find the Disable Carry Over setting.
   3. Enabling this allows therapists to generate unlimited draft notes, including blank notes or notes pulled from existing ones.
2. For an existing case:
   1. Click Actions on the Case.
   2. Select Update Case.
   3. Under Note Rules, toggle Disable/Enable Carry-over as needed.

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When creating a case from the Note Tab click on + Add 



Under Note Rules is the setting to Disable Carry Over - This will now allow therapists to generate unlimited draft notes, including choosing to generate a BLANK note or pull from an existing note.


Another way to access this is once a Case has already been created 
Click Actions on the Case > Update Case 

Under Note Rules is the option to Disable or Enable Carry-over