How do I add text to or modify existing notes?
Any notes with a Draft status can be edited or added to at any time.
In order to modify an existing note:
Head to the Notes tab of the Patient Summary
Click on the Create date of the draft note you'd like to edit
The note will open, allowing you to make the necessary changes
Click either Save and Continue or Save and Exit to save your changes
If a note has been locked, it will need to be unlocked before any more changes can be made. Site Administrators can unlock notes by clicking on the key icon at the bottom of the screen (no other user roles have this ability):
Not a Site Administrator? Read more about editing locked notes here.
In order to modify an existing note:
Head to the Notes tab of the Patient Summary
Click on the Create date of the draft note you'd like to edit
The note will open, allowing you to make the necessary changes
Click either Save and Continue or Save and Exit to save your changes
If a note has been locked, it will need to be unlocked before any more changes can be made. Site Administrators can unlock notes by clicking on the key icon at the bottom of the screen (no other user roles have this ability):
Not a Site Administrator? Read more about editing locked notes here.
Updated on: 01/11/2023
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