How Do I Edit A Visit Note?

After adding a Visit Note to a patient’s case you have the ability to amend the information. To learn how to edit a Visit Note follow the instructions below:

1. Go to the patient’s profile and select the Visit Note from the Spot Timeline. Alternatively, the report can be reviewed under the patient’s Timeline. (To learn how to view a patient’s Timeline, click here).
   
2. Select the edit button in the bottom left corner and revise your Note as necessary.
   
3. The revised Visit Note will be visible in the patient’s Activities Box and Timeline.  Due to regulatory purposes, the original note cannot be erased. To view the most recent version of the Visit Note select the option with the details visible.