Editing or Deleting a Procedure

As progress notes create a record of patient care, it must be completely accurate. If you discover you made a mistake when posting a procedure, you can edit completed, planned, or existing treatment from a patient's progress notes.

Watch this video to learn how to edit or delete a procedure. (Duration: 0:57)

Additional Information

• Procedures may also be edited from the patient’s Ledger.

• You cannot edit a completed procedure under any of the following circumstances:

  • If the date is greater than the specified number of days ago set in the Ledger Rules

  • If a patient payment or an insurance payment has been posted for it

  • If the procedure is attached to an insurance claim

• To learn more, read Editing clinical notes in the knowledge base.