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Signing Off on Notes

This article will go through what can and cannot be edited once a note is signed

Updated over 10 months ago

Once you sign off on a patient note, your editing abilities become limited to maintain reliable and accurate medical records.

To sign off, navigate to a patient's Note Tab. There will be a Sign button on the top right side of a note.

NOTE: If the Sign button is grey, please make sure all the placeholders in the note have been filled out and completed.

After Signing off on a Note

What you cannot edit:

  • Content: You can no longer make changes to the text, details, or any clinical information contained within the body of the note. This is to keep the medical records accurate and trustworthy.

  • Attachments: Any files, images, or other attachments included in the note cannot be altered or removed.

  • The Created Date, Visit Date and Assigned To fields in the side panel (access it by clicking the i icon in the note's upper left corner).

What you can edit:

  • Title: You may edit the title of the patient note. This can be helpful for correcting errors or making the title more descriptive for easier future reference.

  • Comments: You can add comments to the note. Comments serve as a useful tool for providing additional context, updates, or clarifications without altering the original signed-off content. This can include follow-up observations, responses to questions, or supplementary information.

A Submit button will be displayed for PDF uploads in the notes. Similarly to signing off, the document will become non-editable. You will still be able to edit the title and comments through the i icon.

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