We are currently updating the OP Help Center content for the release of OP 14.19 or "OP 19". OP 19 is a member of the certified OP 14 family of products (official version is 14.19.1), which you may see in your software (such as in Help > About) and in the Help Center tabs labeled 14.19. You may also notice that the version number in content and videos may not match the version of your software, and some procedural content may not match the workflow in your software. We appreciate your patience and understanding as we make these enhancements.

Invalidate a Finalized Encounter or Well Visit Note (Providers Only)

Version 14.19

Invalidate a Finalized Note

It may be necessary to invalidate an encounter or well visit note in the event that it was erroneously entered.  To invalidate a finalized note:

  1. Click the Patient Chart button and search for a patient.
  2. Select the Encounters or Well Visits.
  3. Select the finalized note within the Encounters or Well Visits tab and click the Open Note button.  The Encounter Summary Sheet opens.
  4. Click the Invalidate button.
  5. Enter a reason for invalidating the note on the Invalidate window.

  1. Click OK.
  2. The record will show INVALIDATED RECORD.
  3. Click Save.

To Locate a Note that has been Invalidated

  1. Click the Patient Chart button and search for a patient.
  2. Click Medical Records in the Reports group of the patient chart.
  3. Click the dropdown arrow in the Report criteria field and select -Event Chronology. ALL
  4. Select the Include invalidated checkbox.
  5. Select the appropriate Report dates.
  6. Click the Search button.
  7. Any notes that have been invalidated will display the below information.
  • Record Type column: VOID Encounter for an invalidated encounter note.
  • Record Type column: VOID Well Exam for an invalidated well visit note.
  • Record Content column: ****RECORD INVALIDATED****.

Version 14.10

Invalidate a Finalized Note

It may be necessary to invalidate an encounter or well visit note in the event that it was erroneously entered.  To invalidate a finalized note:

  1. Click the Chart button and locate the patient's information.
  2. Select the Encounters or Well Visits tab.
  3. Locate the finalized note within the Encounters or Well Visits tab.  The Encounter Summary Sheet will open.
  4. Double-click the note to open the selected note or click on the note and select the Open Note button.  The Encounter Summary Sheet will open.
  5. Click the Invalidate button located near the upper-right corner of the Encounter Summary Sheet window.
  6. Click the Save button to save the note.
  7. Supply the reason for the invalidation.
  8. The record will show INVALIDATED RECORD.
  9. Refresh the list of notes by clicking off the Encounters or Well Visits tab and then returning to it. 

To Locate a Note that has been Invalidated

  1. Click the Chron button on the Smart Toolbar.  The Event Chronology window will appear.
  2. A warning dialog box may appear.  Click the OK button.
  3. Search for and select the patient.
  4. Click the OK button in the warning box that may appear.
  5. Select -Event Chronology, ALL in the Report Criteria dropdown.
  6. Select the Include Invalidated checkbox.
  7. Select the appropriate Report dates.
  8. Click the Search button.
  9. All Notes will appear.  Any notes that have been invalidated will contain one or more of the following indicators in the grid: 
  • Record Type column: VOID Encounter for an invalidated encounter note.
  • Record Type column: VOID Well Exam for an invalidated well visit note.
  • Record Content column: ****RECORD INVALIDATED****.