Credits held or a draft discarded

Terra is careful about two things: never charging you for work twice, and never letting old information overwrite newer chart data. Both can produce messages that look surprising at first.

"Held for reconciliation"

When work starts, Terra reserves its estimated credits. Usually the provider reports exactly what was used, Terra charges that and returns the rest.

Sometimes the outcome is unclear: the connection dropped before the provider replied, a live session ended without the provider confirming it, or the reported usage did not match. Terra does not guess and does not retry automatically, because a retry could be charged twice. The reservation is held instead.

What to do: a practice manager opens Usage and plan → Usage reconciliation, reviews the held item and resolves it. Held credits are counted as used until then.

"Draft discarded: sources changed"

Every draft records the exact version of each chart source it used: allergies, medications, problems, prior notes and selected documents. Before applying the draft, Terra checks them again. If something changed while the draft was running, the draft is stale and is discarded. Your saved note is untouched.

Common causes:

• someone approved or corrected an allergy or medication,
• a prior note in the draft received an amendment,
• the patient's date of birth or the note language changed,
• you lost access to the patient during the draft.

What to do: choose Prepare draft again. Provider usage that was already spent on the discarded draft is charged, because the provider did the work.

"[Not documented]" in a section

The draft found nothing in the sources for that section. Terra writes [Not documented] instead of guessing. Add the information to Context or the transcript and prepare the draft again, or write the section yourself.

A coding worksheet says "stale"

The note was amended or a supporting document changed after approval. Create a new draft and approve it again; see Approval and attestation.