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Add and View Visit Note Addenda

Version 14.19
Path: Clinical, Practice Management, or Billing tab > Patient Chart button > Encounters or Well Visits > Select and Open Note > Addenda tab

Overview

After a Note has been finalized, an addendum can be added and viewed under the Addenda tab of the finalized Note.

Add an Addenda

  1. Navigate to and open the finalized note.
  2. Click the Addenda tab.
  3. Click the New Addendum button.

  1. Enter the Addenda information:
  1. Visibility: Default is Any staff member. To change, use the drop-down to select the appropriate Visibility level from the list.
  2. Status: (Optional) Click the drop-down and select from the list.
  3. Requested by: (Optional) If a patient or parent wishes to add additional information to their Visit or challenge documentation in a Visit Note, you can enter this information in an addendum and distinguish it as a patient/parent annotation by entering 'Patient or Parent' in the Requested by field. 
  4. Note: Type the reason for the Addenda.
  5. Order Worksheet button: (Optional) Click the button to add missing orders.
  1. Click the Save button.

NoteThe Edit button on the Addenda tab is used to edit the following fields of a saved Addenda: Status, Requested by, and Requested date. Once an Addenda is saved the Note and Visibility cannot be edited. If there was an error in the documentation, a new Addenda must be added.

View an Addendum

  1. Navigate to and open the finalized note. Notes that include an Addendum have an Addenda count in parentheses.
  2. Click the Addenda tab. All Addenda to that Note are displayed in the lower section of the window. 

NoteThe Addenda will print at the bottom of a Note when the Print Note button is selected. If printing a letter, follow the steps below.

  1. Click the Alternate Notes tab.
  2. Click Rebuild Summary.
  3. Click Print Letter.