Amending Visits (Web)

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. Click the Home tab to navigate to the home page.
  2. Locate the finalized visit.
  3. Click the Note Status drop-down menu and select Final.
  4. Click Apply Filters.
  5. Locate the visit in the list.
  6. Click Amend.

    The Chart Note Amendment page opens.

  7. Enter a descriptive title the Note Information and details in the Note Body.
  8. Click Save to add the amendment to the visit note.