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Co-editing a draft in real time

1 min read · Updated 29 September 2026

Two people can work on a draft at the same time: the clinician whose visit it is, and the colleague the visit has been assigned to. No one else can edit it.

What you see

  • When the other person opens the draft, a line appears above the sections: Also on this draft: <name>. Edits sync live (latest edit wins; every save still lands in the history).
  • Each section updates as the other person types, a moment after they pause.

After signing

Once signed, the note is locked and later changes go in as dated addenda.