Addendums

When a clinician signs documentation, it is locked and can no longer be changed. However, edits can be entered in an Addendum to the document.

**Note: only the clinician who created the document can enter an addendum.

From the patient’s case Home Page, click the Documentation button.
Click the magnifying glass icon to the right of the document to open a “read only” version.

There are 2 ways to get to the addendum section:

Click on Go to addendums in the header of the Daily Note, Plan of Care, or Progress Note
Scroll to the bottom of the document (under the Signature section) and click the New Addendum button
Enter the addendum information in the Description field. Please try to be as specific and detailed as possible so documentation will hold up with insurance if needed.
A Progress Note Addendum includes options to:
- Change Visits/ Frequency
- Place a Patient's Case on Hold
  - Click the checkbox next o Change visits/ frequency or put patient on hold
  - You will then see the options to:
    - Update the Plan of Care Status
    - Place the Patient's case on hold
    - Update the Frequency and Duration
    - If placing a patient on hold make sure to enter a reason why in the Addendum Description area.
After entering Addendum information, enter your 4-Digit PIN and click Sign and Submit
The Addendum will now show at the bottom of the HTML version and the PDF version. Please see examples below.