EHR Amendments

Amendments are a way to document and track provider, organization, or patient provided information in the patient's EHR record. You can scan documents or only document a file's location. Scanned amendments do not show in the patient's chart, in the Images module, or anywhere else.

On the EHR Dashboard, click Amendments.

Double click an existing amendment to edit, or click Add to enter a new amendment.

Date Requested: Date the amendment was requested.

Date Accepted/Denied: Date that you accept or deny the request.

Date Appended: Date the document was scanned. This date is automatically populated when a document is scanned.

Status: The current status of the amendment.

Source: Who made the request or provided the document (provider, patient, organization, other).

Source name: The name of the source.

Description/Location: If scanned, enter a description of the document. If not scanned, enter a description and where it is stored.

Scan: Scan the document. If scanned, the button will change to View. Documents can only be viewed from within the Edit Amendment window.

Scanning/viewing a document

Click Scan or View to launch a modified version of the Images toolbar.

The file name is listed on the left, and the scanned document can be viewed on the right. There can only be one document per amendment. Each time you scan an amendment, it will remove the old document and replace it with the new document. If you have multiple pages, use the Multi-Page button so the pages are recognized as one document.