Articles on: Notes

I've written notes against the wrong client - how do I resolve?

If you have already saved the note, do the following (where Patient 1 is the incorrect patient and Patient 2 is the correct patient):

Go to the Patient Summary for Patient 1, click on the Notes tab and find the note that you wrote wrongly against this client.

Scroll down to the bottom of the page and click on the dustbin (bottom right) to delete the note from the wrong patient's profile.

Go to Patient 2's record (make them the Active Client) and click on Create -> Note

Paste in the text you just copied from the note in the other patient's profile that was intended for this one and click Save

Alternatively, if you have realised your mistake before you have saved the note, use the 'Switch' function to change the Active Patient:

Your note will be transferred over to the patient you select using this function.

Note: Once the note has been saved, the 'Switch' function will no longer be available and you will have to follow Steps 1-5

Updated on: 27/11/2023

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