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Amending a Finalized Document

Updated

Locate the document you wish to amend:

  • Patient Medical Record --> Appointments List --> Click on the appointment grid line (not the "Summary")
  • Patient Dashboard --> Recent Items --> Appointment
  • Nurse & Support/Provider --> Appointments List (Grid or Calendar View)

In Print or Preview Encounter Summary:

  • Select "Full Summary" and then "Amend Appointment"

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    • You are unable to amend In-Office Imaging or In-Office Procedures from the individual tabs, all amendment MUST be done from the Full Summary tab.

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  • Select the document you wish to amend; Encounter Documentation, IOP or IOI, and then "Amend Appointment"

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  • Add text as needed.

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  • If you ARE the appointment/rendering provider, "Sign" the amendment, and the process is complete.

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  • If you are NOT the appointment/rendering provider or need to route to another provider:
    • Search and select the provider you wish to route to and "Send"
    • Note*- If the user is NOT the provider, the "Sign" option is not available, only to route and send.

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    • Note*- If the document you are amending is greater than 30 days old, the routed document will NO LONGER populate the providers dashboard or appointment's list! 
      • You must SEND A TASK to the provider requesting the review and sign.
      • Attach the patient's appointment for quick access to signing the amendment.

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  • The provider is able to sign a routed amendment from any location where they normally finalize an encounter:
    • Appointments List -> Rapid Review and regular grid click
    • Provider Dashboard -> Not Finalized Appointments and/or Needs to be Co-Signed 
    • Provider -> RSM -> Documentation
  • Change Log: Once a document is amended you can view (but NOT print) previous versions by clicking on the dates in RED

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Super Administration User Permissions are required!

To grant permission to amend;

  • Super Admin --> Dictionaries -->  Permission Templates

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  • Select the template to edit
  • Add P018 - Global (if needed)

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  • Add "Amend Mode" - L0883

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Video demonstrations:

  • Amending a Finalized Appointment

  • Signing Routed Documents

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