Amendment - Add to Patient's File

Certification guidelines require electronic health record (EHR) technology to provide a user the ability to document a patient’s request for an amendment to their electronic health information.

Instructions

1. Access Patients > search for and open a patient > Amendments.
2. Click the + icon.
3. Complete the required fields.
   • Status: If the status of Submitted is used, we recommend using the Tasks module to create a reminder to verify submitted information and return to change the status to Accepted or Denied.
4. Click 'Save.'
5. The action of Save from step #4 changes the screen view to include a Documents & Images section. Click 'Upload' or 'Scan' to attach documentation to the Amendment.
6. Click 'Save.'