Adding an addendum to a locked progress note

Once you sign and lock a progress note, you cannot edit or delete it. However, you may add a Chart Note on the same date as a locked note. The chart note can act as an addendum to the locked note.

How to add an addendum

  • Locate the correct progress note and make note the date and time of the appointment


  • Navigate to the the client’s Overview page
  • Enter the addendum into the chart note field
  • Select a date and time that immediately follows the progress note that you want to append



  • Click Add Note to save

Now the chart note you added will appear directly after the progress note on the client's Overview page.


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