> For the complete documentation index, see [llms.txt](https://support.caspen.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.caspen.com/using-caspen/dashboard/manage-incomplete-progress-notes.md).

# Manage incomplete progress notes

## 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.

{% hint style="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.
{% endhint %}

<figure><img src="/files/EFatcFtS7oCIU1mj6yyS" 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="/files/TmYEquBf2NzNo1uA1srC" alt=""><figcaption></figcaption></figure>

## Completing a progress note

1. Go to your Dashboard.
2. Under **Incomplete progress notes**, click any Draft note you authored.&#x20;

<figure><img src="/files/mMhLYGXblZy7dltUjWnM" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/73OZpx5OX9UyjEkg5qPg" alt=""><figcaption></figcaption></figure>

Once finalized, it will be removed from your **Incomplete progress notes** panel.&#x20;

<br>


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