A Save Was Refused

ClaimPod never saves over a change you have not seen. When two people edit the same record, the second save is refused and you choose what happens next. Match the message you saw to a heading below.

“Someone else changed this record since you opened it. Reload to see their changes.”

Reloading discards your unsaved changes.

Someone saved the same record after you opened it. Your save would have replaced their change without either of you knowing, so ClaimPod refuses it and keeps your edit on screen until you decide.

Where the message appears depends on where you were editing:

Where you were	What you see	What Reload does
A record page with a save bar, such as a patient, claim, visit or statement	The message in the bar. Reload takes the place of Save Changes, and Cancel stays	Loads their version and discards your unsaved edits
An edit dialog	A red notice above the form, with Reload	Refills the form with their version
A note you were editing	The same notice above the note	Closes the editor on the note as it now reads
A queue item	The bar at the bottom of the item reads “Your changes weren’t saved:” followed by the reason, or “Not resolved. Your changes weren’t saved” when you were resolving it, with Reload	Loads their version, dropping the item’s edits or showing the decision already on file
A one-click action	A toast whose title names what was refused, such as “Couldn’t update schedule”, with a Reload action	Loads their version

Fix: select Reload and read what the other person changed. If your edit is still needed, make it again and save. Reload always discards what you had not saved, so copy any long text somewhere first if you want to keep it.

One place works differently. In claim review, the dialog that offers to update the patient or insurance record shows the notice with “The claim keeps your edits.” instead. There, Reload loads the latest patient or insurance record and leaves your claim edits alone.

“Reload this record before saving it.”

The save reached ClaimPod without saying which version of the record it was made against, so ClaimPod cannot tell whether it would overwrite someone. It appears in the same places as the message above, with the same Reload.

Fix: select Reload, then make your edit again.

“Couldn’t reload the record”

Reload itself failed, usually because the connection dropped or the record is gone. Nothing was discarded: your edit and the refusal stay where they were, and the toast says why. When a fee schedule price was deleted while you were editing it, the toast reads “This price was deleted. Close the dialog to see the schedule as it is now.”

Fix: select Reload again. If the record was deleted, close what you were editing and start from the list, which shows the records as they are now.

“Discard Changes?”

Your unsaved edits will be lost.

You chose Cancel in a save bar, closed a dialog with unsaved edits, or moved to another tab of a client page while editing. Some pages word the sentence for the record, such as the claim page. Nothing has been lost yet.

Fix: choose Keep Editing to go back to your edit, or Discard Changes to drop it and return to what is saved.

“Discard Unsaved Changes?”

You have unsaved edits. Leaving this page will discard them.

You tried to leave a page, by the sidebar or a link, while an edit was unsaved. Closing or refreshing the browser tab asks the same question in the browser’s own words.

Fix: choose Stay, then save or cancel the edit. Choose Discard & Leave only if you mean to lose it.