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How to make amendments to completed clinical notes

🏴󠁧󠁢󠁥󠁮󠁧󠁿🏴󠁧󠁢󠁷󠁬󠁳󠁿🏴󠁧󠁢󠁳󠁣󠁴󠁿🇦🇺🇳🇿🇨🇦 EN, WA, SC, AU, NZ, CA - How to edit completed notes using the amendement button in the clinical note sidebar

Written by Amber Morris

🚨 Important - This article is only relevant to sites using the new notes experience currently rolling out across sites.

How to add an amendment to a clinical note

If you have already completed your clinical note before noticing an error or a missing piece of information from your transcript you can use the add amendments button to easily add details to your saved notes.

📝 Please note - Only Level 2 practitioners and above can add amendments to clinical notes.


Step 1 - Open the clinical note

  • Clinical notes are saved against each appointment - simply click 'View note' against the appointment in question.


Step 2 - Add amendment

  • Click on the 'Add amendment' button at the top of the clinical sidebar.

  • Update the note as needed directly in the editor

  • Save once you are happy with the changes made.

Your amendment is saved with a banner showing the amendment number, your name and the date. You can use full formatting in amendments, including headings, bold and lists.

  • To abandon your changes, click 'Cancel', then 'Discard changes'. Click 'Keep editing' if you change your mind.

  • You can only amend completed notes. If a note is still a 'Draft', edit it directly instead.

  • You can see every amendment in the note's audit history .

💡 Top Tip - Missed something else? No need to worry as you can add as many amendments as needed to each note. Read more about the standards for notes in the FAQs.

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