Chart Note | Change the Date of Service
Last updated: December 26, 2024
The date of service associated with the note can be changed for Office Visits, Phone Calls, and Lab Visits.
Step by Step
Begin with the desired patient's chart open
Navigate to the desired note
Click on the triple dot located to the top right of the note
Select Change Date of Service from the drop down menu and the header will change to allow the change of the date of service
Manually type the new date of service or select the date of service through the provided calendar dropdown
Select Save.
NOTE: If the update needs to be cancelled, select Cancel at any time.
Future Appointments:
If you want to change the date of service for a future appointment, see the how-to guide schedule and manage appointments.