How to Amend a Released Note

Overview

Occasionally, a note needs to have a data point edited or corrected after the release. Follow the steps below to learn how to amend a released note, without jeopardizing the integrity of the note.

Required Permissions and Prerequisites

This article is in reference to our Provider Portal
Please assign the Create, Modify, and View permissions for the following rule(s):
- Note (Assessment)
- Group Notes

Step-by-Step Instructions

Step 1: Navigate to the Client's Chart

Navigate to the client chart by clicking on Clients in the top menu.

Step 2: Open the Notes tab

Click on the Select Client Data Tab at the top right.

Step 3: View the Note to Create the Addendum

After selecting View Note to the left of the appropriate note, locate the Addendums tab under the Tab Menu. Please note; this menu only appears on notes that have been released. If you do not see it in the dropdown of the Tabs Menu, the note is not entirely released.

Step 4: Create the Addendum

On the Addendum menu, click + Add New to enter the appropriate information. You must put a brief explanation as to what you are changing (or why) in the first field. Once you have added that, you may make your changes to the note by selecting a different date of service, service time, billing code or duration. Click Save in the bottom right corner.