Chart Redactions
Make a mistake with charting? Chart on the wrong client or date and already lock your notes?
We've got you covered! Use our convenient chart redaction tool to hide that chart entry on both the client record page, as well as when printing chart notes!
In this Article:
- Add a Chart Redaction
- View a Redacted Chart Entry
- Undo a Chart Redaction
- Printing Chart Notes with Redactions
- Change the Charged Fee to Zero
- Delete the Claim
- Creating a New Appointment: Same Time
Add a Chart Redaction
To redact a chart note entry, use the following steps:
- Go to (left menu)
- Click on the client's name
- Click Records (top tab)
- Navigate to the chart entry, ordered recent → oldest
- Below the chart entry, click and enter your reason for redaction, then click
Is your Chart Entry hidden?
We only show the most recent chart note entries by default. It it's an older chart entry, you might notice it down the list as: Chart Entry - mm/dd/yyyy - Locked (Provider Name)
- Click the blue link to reveal the chart entry:
View a Redacted Chart Entry
After a chart has been redacted, you will notice it appears blurred.
Want to view it? Navigate to the chart entry, and click below the chart entry, which will reveal the chart entry. It will still remain redacted even after clicking view:
Undo a Chart Redaction
Make a mistake? Need to undo a chart redaction? We've got you covered!
Navigate back to the chart entry and below it click shown here:
Printing Chart Notes with Redactions
When printing chart notes for a client with a chart redaction, the chart entry date will still appear when printed, displaying only that it was redacted and at what date/time.
This is a requirement set by our legal and policy team in accordance with chart auditing recommendations by HIPAA and will look like this:
Is that your logo on my chart notes?
This is only an example of our practice logo feature, and by default will not print on your chart notes! Without one we print just the text. You can learn more about how to configure that here: Practice Logo and BannersChange the Charged Fee to Zero
If this particular appointment has billing attached to it, you can adjust it with the following steps:
- From the clients Profile click Billing (top tab)
- Click on the DOS:
- Click on the CPT description, bringing you to the details:
- Change the unit price to $0.00 (as well as client & insurance amount below it if applicable):
- Then click at the bottom right when done
Delete the Claim
To delete any generated claim for this appointment, follow these steps:
- From the clients Profile click Billing (top tab)
- Click on the DOS:
- Click Claim (top tab)
- Then click to open the dropdown:
- At the very bottom of the dropdown click delete Delete
Creating a New Appointment: Same Time
Did you need to re-chart on this client? Perhaps on the same date & time?
We've got you covered! Here's what we suggest:
- Go to Calendar (left menu)
- Ensure you're on the Week view
- Create a new appointment for that client anywhere free by clicking on the schedule
- Drag and drop that new appointment to the correct time slot
- That will "split" the appointment slot between the redacted and new appointment: