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Undo & Recovery

Most actions in Praxi can be undone within a defined time window. This guide explains which actions are reversible, how to trigger an undo, and what to do when the undo window has expired.

Reversible Actions​

Reversible actions have a paired "undo" action that restores the previous state. For example, "Archive Client" is reversed by "Restore Client", and "Create Invoice" is reversed by "Void Invoice".

Time Windows by Category​

Each action category has a default undo window. Once the window expires, the action can no longer be automatically reversed.

CategoryUndo WindowExample Actions
Billing15 minutesCreate invoice, record payment, apply discount
Communication5 minutesSend email, send SMS
Clinical Notes1 hourCreate note, update note content
Client Management30 minutesArchive client, update demographics, merge records
Appointments1 hourCancel appointment, reschedule, change status
Tasks1 hourCreate task, reassign, change priority
Assessments1 hourAssign or cancel an assessment
Files30 minutesUpload or archive a file
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These windows represent the maximum time during which a one-click undo is available. After the window expires, changes may still be reversible through manual action or by contacting support, depending on the category.

Undoing from the Persistent Toast​

When you execute a reversible action, a persistent toast notification appears at the bottom of the screen. The toast includes:

  • A description of what was done (e.g., "Appointment cancelled for Sarah Jones")
  • An Undo button
  • A countdown timer showing the remaining undo window

Click Undo to reverse the action immediately. The toast remains visible until you dismiss it or the undo window expires.

Multiple Toasts​

If you perform several reversible actions in quick succession, each gets its own toast. Toasts stack vertically, with the most recent at the bottom. Each has an independent countdown.

Undoing from Action History​

If you dismissed the toast or navigated away, you can still undo from the action history:

  1. Press Cmd+K to open the Command Palette
  2. Type "undo" or navigate to Recent Actions
  3. Find the action you want to reverse
  4. Click Undo (if the window is still open)

Actions within their undo window are marked with an undo icon. Expired actions show the time they were executed but no undo option.

Undoing After the Toast​

If the undo toast has been dismissed, use the Action History in the Command Palette where you can select exactly which action to reverse. :::

Workflow-Level Undo​

When a workflow execution completes, you can undo the entire execution as a single operation. Workflow undo reverses every action in the chain, in reverse order.

Requirements for Workflow Undo​

  • All actions in the workflow must be individually reversible
  • All individual undo windows must still be open
  • The workflow must have completed (not still running)

Partial Reversal​

If some actions in a workflow have expired their undo windows while others have not, Praxi offers a partial undo. You choose which individual actions to reverse. The system warns you about dependencies -- for example, undoing an invoice creation without undoing the associated payment allocation.

How to Undo a Workflow​

  1. Go to Workflows in the Practice section of the sidebar
  2. Click the workflow name
  3. Go to the Executions tab
  4. Select the execution to reverse
  5. Click Undo Execution
  6. Review the list of actions that will be reversed
  7. Confirm

What Happens When the Window Expires​

After the undo window closes, one-click undo is no longer available. Depending on the action category, you have several options:

CategoryAfter Expiry
Client ManagementCreate a corrective action (e.g., restore an archived client manually via "Restore Client" action)
AppointmentsCreate a new appointment or rebook -- historical records are preserved
BillingIssue a credit note or adjustment rather than voiding the original
Clinical NotesSigned notes cannot be deleted (AHPRA requirement); create an addendum instead
CommunicationSent messages cannot be recalled -- send a follow-up correction
SettingsRe-apply previous settings manually; the audit log shows exact previous values
warning

Clinical notes that have been signed cannot be undone or deleted, even within the undo window. This is an AHPRA compliance requirement -- signed notes are immutable. If a signed note contains an error, create an addendum with the correction.

Actions That Cannot Be Undone​

Some actions are inherently irreversible:

ActionWhyWhat to Do Instead
Sign clinical noteAHPRA immutability requirementCreate an addendum
Submit Medicare claimClaim has been transmitted to Services AustraliaLodge an amendment or reversal through Medicare
Send SMS/email (after delivery)Message already receivedSend a follow-up correction
Permanent data erasurePrivacy Act right-to-erasure has been fulfilledData is unrecoverable by design
Export dataFile has been downloadedThe export itself is logged for audit purposes

Audit Trail​

Every action and its undo (if performed) are recorded in the audit trail. The audit log captures:

  • Original action: who, what, when, parameters
  • Undo action: who undone it, when, whether it was a full or partial reversal
  • Expiry: when the undo window closed (if not used)

Audit records are retained for 7 years in compliance with the Privacy Act 1988 and AHPRA record-keeping requirements. Practice owners can review the audit trail at Audit (accessible from the sidebar).

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