Amending Visits

If a visit note has been finalized and you need to add or change information on the chart, you cannot change the information directly; however, you can add a note to the patient’s chart as an amendment. Here's how:

  1. Open the patient’s chart.
  2. Click the Chart Notes tab on the left side of the screen.

    The Chart Notes screen appears.

  3. Locate the visit note you want to make an amendment to and click Amend for that note.
  4. Enter a title for the amendment.
  5. Enter any necessary information into the note body.

  6. Click Save.

    The amendment now appears as an additional note on front of the visit note.

You can also amend a finalized note from the Home Screen by locating it in the list of notes at the bottom of the screen and clicking Amend.