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    Auto-Saving Notes

    Table of Contents

    Key Concept

     

    Neo will automatically save your note as you're creating it.


     

    If available and the auto-save box is checked off, your note will auto-save:

     

    • After ten (10) seconds of no activity.
    • When you enter a new section of the note.
    • When your note loses focus on the screen or when the note screen is minimized.

     

     

    The auto-save option is located at the top left-hand corner of the note.

     


     

    The auto-save option is automatically available on:

    • Child Psych Evaluations
    • Adult Psych Evaluations
    • Assessments (INT and ANNUAL) 

    The option to add the auto-save feature is available to add to other note types.  If you find that this feature could potentially be consistently beneficial to a note type that is not listed above, inquire with your supervisor about having this feature added.


     

    If you have Neo permissions to update this setting, click here to learn how.



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