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Amending a Finalized Note

Once a note is finalized, it is marked as clinically complete. If you need to make corrections, you can amend the note to reopen it for editing.

Updated today

When You Can Amend a Note

You can amend a note if:

  • It has been finalized

  • Your organization allows amendments based on role permissions

How to Amend a Finalized Note

  1. Open the finalized note in the Note Editor.

  2. Click Amend (available where Finalize normally appears).

  3. The note will reopen for editing.

  4. Make your changes, then finalize again if required by your organization.

What Amending Does

  • Allows you to edit the finalized content

  • Keeps an audit trail of changes

  • Ensures the updated version replaces the prior one in the client’s record

Important Notes

  • Amended notes do not influence AI Recommendations until they are finalized again.

  • If your organization restricts amendments, an admin may need to perform this action.

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