Adding an addendum to a clinical note

You cannot edit a clinical note has been signed. However, you can add an addendum to a signed (locked) clinical note. Also, a secondary provider can sign a clinical note that is locked and add an addendum if needed.

To add an addendum a clinical note

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under Clinical, click (or tap) Progress Notes.

   The patient's clinical record opens with the Progress Notes tab selected.

How to get there

1. Use the Patient Search box to access a patient's record.

   Notes:

   • If the last patient record you accessed since you last logged on is the correct patient's record, you do not need to re-enter the patient's name in the Patient Search box.

   • You can include inactive patients in the search results by setting the Include inactive patients switch to On.

2. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims.

   The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims tab selected.

1. Do one of the following:

   • On the Progress Notes tab of a patient's clinical record, the procedure history for the patient appears. Select a clinical note.

     

   • On the Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or NHS Claims tab of a patient's clinical record, from the Clinical Notes button menu, select a clinical note.

     

   The Clinical Note dialogue box appears.

   

2. If a secondary provider is associated with the clinical note and has not already signed it, that provider is selected in the Additional Provider list. If necessary, select a different provider or [None]. If a provider is selected, and if you are the selected provider or have permission from the provider, you can sign the note. To sign the note, select the Sign as [provider name] check box, and then enter the selected provider's or, if you are the provider, your Password.

3. Under Add Addendum, select the Add addendum as check box.

   The options for adding an addendum become available.

   

4. From the Provider list, select the provider to associate with this addendum.

5. Enter the Addendum text.

   Note: The addendum cannot be edited once you save it.

6. Click (or tap) Save.

Related Topics

• Editing clinical notes

• Deleting clinical notes

Related Errors/Questions

• None