Bulk Finalization

Version 20.14

This window map article points out some of the important aspects of the window you're working with in OP but is not intended to be instructional. To learn about topics related to using this window, see the Related Articles section at the bottom of this page.

About Bulk Finalization

Path: Main Navigation Panel > Encounters or Well Visits > Select more than 1 Note > Finalize button

The Bulk Finalization window lists Visit Notes that will not be finalized when the user is performing bulk finalization of Encounters or Well Visits Notes. 

Bulk Finalization Map

Number
Section
Description
1List of NotesThe list of Notes is populated with Notes that were selected for bulk finalization but cannot be finalized because of missing information. The Explanation column lists the reason why the Note cannot be finalized.
2
Action buttons
  • Cancel: Cancels the bulk finalization operation and closes the Bulk Finalization window
  • Continue: Proceeds with the bulk finalization of the Notes that can be finalized. The listed Note(s) will remain in the Encounters or Well Visit list in the Clinical Work window.