PMS Save Status

Overview

When you save a Scribe note to your Practice Management System (PMS), Scribe shows a Save Status indicator so you can quickly confirm what has (and hasn’t) been sent to the chart.

This status is shown at multiple levels:

• Per note (each note can have its own save state)
• Per visit (a roll-up view of the visit’s notes)
• In filters (so you can find visits/notes that still need attention)

Note-Level Status

The status indicator on the note helps you confirm the result of the most recent “Save to PMS” action for that note.

Status meanings

• Green checkbox: Saved to PMS
• No icon: Not saved
• Orange clock: Saved previously, then changed - save again to update the PMS

How to use it

• After saving, check the indicator to confirm that the note has been saved to the PMS.
• If the note is not saved (or needs action), you can return to it and save it again once the issue is resolved.

Save status is tracked per note. If a visit contains multiple notes, one note may be saved while another is not.

Visit-Level Status

Scribe also shows the visit status so you can understand at a glance whether everything from that visit is already saved to the PMS.

What it means

• The visit status reflects the overall state of notes within that visit.
• If any note from the visit still needs to be saved, the visit status indicates that the visit isn’t fully complete from a PMS-saving standpoint.

Filter by Save Status

You can use the Save Status filter to quickly find visits/notes that need follow-up (for example, anything that isn’t saved yet).

Common ways to use this filter

• End-of-day review: filter to show only items that are not saved, so nothing is missed.
• Front-desk/provider handoff: quickly confirm which visits are fully saved to the chart.