Enabling the Unfinalize Visits Feature

You can now enable doctors in your practice to unfinalize visit notes. This option is turned off by default. By enabling this feature, doctors in your practice can unfinalize visits to make corrections. There are, however, limitations. Doctors can unfinalize visit only if

  • they are the primary provider for the visit;
  • they originally finalized the visit;
  • the visit is less than one year old;
  • the visit is a visit note and not a nonvisit order.

Here's how to enable the unfinalize visits feature:

  1. Log in to the Encompass web application as an administrator.
  2. Locate the Firm Settings card and expand it if needed.
  3. Click Manage Firm Preferences.
  4. Select the Enable Primary Providers to Edit Visit Notes check box.
  5. Click Save.

Here are some limitations to consider before allowing your doctors to unfinalize visit notes:

  • Charges cannot be present to the practice management system.
  • When the visit is refinalized, the patient's most current clipboard data will appear in the final visit note—the current clipboard data may differ from the data that in place on the date of service.
  • If a visit from a previous year is edited, you may need to resubmit MIPS performance data to account for any performance changes.