Edit Notes

When staff complete notes in the system, they have 24 hours to complete/edit the note. After 24 hours, a staff person needs assigned to make any edits to the notes.  Follow the directions below to give staff permission to edit notes.

The steps to edit a completed note vary depending how the notes was entered.

Assign Staff Permission to Edit Notes

NAVIGATION: MAINTAIN menu > Master Tables > Facility Tables > Facility Master

  1. After the Facility Master dialog box appears, select the facility.
  2. Click the ALERTS/RIGHTS icon on the right of the dialog box.  The Facility Alert/Rights Setup Dialog box appears.
  3. EMPLOYEE NUMBER COLUMN:  Select the employee using the search or type the employee number; press tab.  The last and first names will appear based on the employee number you selected in the first column.
  4. E-MAIL COLUMN:  The e-mail address will appear as entered in the Employee Master.  If the column is blank, add an e-mail address to the employee in the Employee Master.
  5. TYPE COLUMN: Select Edit Notes.
  6. Press TAB until the cursor is on the next line.
  7. Click SAVE.

Edit a Time Tracking Note Entry

If a note/documentation was completed from the Consumer Time Tracking screen, you edit the note from the same screen.

NAVIGATION: TRANSACTIONS menu > Consumer Time Tracking

  1. On the Time tracking screen, select the individual and date of service.
  2. The entries will appear in the grid.
  3. Check the ADMIN button.
    1. If you do not see the ADMIN button, you have not been given permission to edit notes. Contact your supervisor.
  4. In the DOCUMENT column, click on the COMPLETED link for the note you want to edit.
  5. A document review dialog box will appear with a list of the questions and answers.  
  6. Click on the question link you want to edit.
  7. A detail review dialog box will appear with the text that was entered.
  8. Click the EDIT button on the bottom of the dialog box.
  9. This will take you to the form/documentation entry screen to make the edit.
  10. Make your edits and SAVE to move to the next question.
  11. Click SAVE.
    Do not click the FINISH button again.

Edit a Documentation Entry

If a note/documentation was completed from the Documentation entry screen, you edit the note from Service Maintenance.

If you do not have access to the Service Maintenance screen, you have not been given permission to edit notes. Contact your supervisor to edit the note.

NAVIGATION: ANALYSIS menu > Service Maintenance

  1. Select a consumer by typing the case number in the CASE NUMBER field or use the browse button to view the list of all consumers. You can also tab to the LAST NAME field and begin typing the last name to select from a list of consumers.
  2. Enter the dates of service in the BEGIN DATE and END DATE fields.
  3. To restrict the list by facility, service code, or payor, select the information in the appropriate fields.
  4. Click the REBUILD button to show all the services in the grid.
  5. In the SERVICE column, click the link for the note you want to edit.
    1. The name of the service will vary depending on the service provided.
  6. A document review dialog box will appear with a list of the questions and answers.  
  7. Click on the question link you want to edit.
  8. A detail review dialog box will appear with the text that was entered.
  9. Click the EDIT button on the bottom of the dialog box.
  10. This will take you to the form/documentation entry screen to make the edit.
  11. Make your edits and SAVE to move to the next question.
  12. Click CLOSE
    Do not click the FINISH button again.

2/2026

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388