Move Service Note

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Patients
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ROLE PRIVILEGES NEEDED: <udl-white>Move Service Note<udl-white>

MOVE TO SAME PATIENT | MOVE TO DIFFERENT PATIENT | QUIZ

Careficient lets you move routine service notes between dates and between patients. This is particularly helpful if you enter a service note on the wrong day or for the wrong patient. To move a service note: From the Patients menu, select Move Service Notes.

MOVE TO SAME PATIENT <returntomenu>menu ↑<returntomenu>

The Move Service Notes page displays. Select the drop down <btn>    Select      ▾   <btn> to the right of Patient to select the patient (with the Start of Care date) that you want to move.

Select the drop down <btn>    Select>      ▾   <btn> to the right of Service to select the Service Note (with the discipline, date of service, and clinician) that you want to move.

This will automatically move the service note to the same patient.  Select <icon-bluecheck>xxx<icon-bluecheck> the service date that you want to move the visit to.

MOVE TO DIFFERENT PATIENT <returntomenu>menu ↑<returntomenu>

To move the service note to a different patient, clear the option to Move to same patient.

The "Move to Patient" drop down appears.  Select the drop down <btn>    Select       ▾   <btn> to the right of "Move To Patient" to select the patient you want to move the service note to.

Select <icon-bluecheck>xxx<icon-bluecheck> the Service Date that you want to move the visit to

Select <btnw>    Move    <btnw>

You can also select the note you want to move directly from the Service Notes tab in the Patient Encounter record by selecting the drop down <icon-action>xxx<icon-action> icon to the right of the service note and choosing <icon-editpencil>xxx<icon-editpencil> <udl-orange>Move Service Note<udl-orange> .

NOTE: You can not move service notes that contain OASIS information.

Click here to learn more about a work around for Swapping Service Notes

Interactive Tutorial