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

To redact a chart note entry, use the following steps:

  • Go to Clients
  • 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

A brief video of this process can be found below:

Is Your Chart Entry Hidden?

We only show the most recent chart note entries by default. If 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. Please note that 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 to remove the chart redaction.

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 Banners

Change 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 the top Claim tab:

  1. Click the top right blue button  
  2. Then from the dropdown click 

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 Schedule (left menu)
  • Ensure you're on the Weekly 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: