# Manage incomplete progress notes

> Easily find and complete unfinished client notes from your Dashboard.

Source: https://support.caspen.com/dashboard/manage-incomplete-progress-notes
Documentation index: https://support.caspen.com/llms.txt

## Overview

The **Incomplete progress notes** panel on your Dashboard helps you stay on top of any client notes that have **not** been finalized. It shows all draft progress notes that were started but not yet completed, ensuring no documentation is missed.


> **Info:**
>
> **Only progress notes saved as Draft appear here.**
>
> If a note has not been started for an appointment, it will not show in this list.


<figure><img src="https://support.caspen.com/files/EFatcFtS7oCIU1mj6yyS.webp" alt=""><figcaption></figcaption></figure>

## How it works

- Notes remain in this list until they are finalized.
- Once a note is finalized, it automatically disappears from the incomplete progress note list.
- Each entry shows the **client name**, **progress** **note template name**, **status (Draft)**, **author**, and **last updated date**.

<figure><img src="https://support.caspen.com/files/TmYEquBf2NzNo1uA1srC.webp" alt=""><figcaption></figcaption></figure>

## Completing a progress note

1. Go to your Dashboard.
2. Under **Incomplete progress notes**, click any Draft note you authored.

<figure><img src="https://support.caspen.com/files/mMhLYGXblZy7dltUjWnM.webp" alt=""><figcaption></figcaption></figure>

3. The note opens in the **Progress notes editor**.
4. Review, complete, and Finalize the note.

<figure><img src="https://support.caspen.com/files/73OZpx5OX9UyjEkg5qPg.webp" alt=""><figcaption></figcaption></figure>

Once finalized, it will be removed from your **Incomplete progress notes** panel.

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