How do I create and add an addendum to my notes ?

Purpose:

To guide HelloNote users through the process of creating and adding an addendum to existing clinical notes, ensuring accurate documentation while maintaining compliance with billing and record-keeping standards.

Scope:

This article covers:

1. The process of creating an addendum to modify or supplement an existing note.
2. Adding a reason and date for the addendum.
3. Important billing considerations when creating an addendum. 
   Note: Does not cover creating new notes or deleting existing notes.

Procedure:

1. Locate the Note:
   1. Go to your Notes section and find the note you want to modify.
2. Access Edit Mode:
   1. Click "Action" → "View/Edit" to open the note.
3. Create the Addendum:
   1. Click "Action" → "Create Addendum."
   2. Enter the reason for the addendum and the date.
4. Billing Consideration:
   1. Ensure the original note is "On Hold" to avoid duplicate billing.
   2. Bill from the updated note (addendum) once changes are complete.

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