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Can I change a date/time on written unlocked note?

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10 comments

  • Gillian

    Hi Maggie, happy to help. SimplePractice shows the full history of all of your notes so that there's a paper trail regarding when notes have been entered, locked, and edited. 

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  • Rachel Glazer

    This doesn't really answer the question. I did the same thing. I wrote a progress note for the wrong session date. How can I change the season date on a progress note?

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  • Gillian

    Hi Rachel, there isn't currently a way to change the session date while retaining the Progress Note. You'll want to simply cover over the note to the correct session date, and delete or edit the note entered erroneously. 

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  • Permanently deleted user

    If I write a shell note on 10-1 and I go back and clean the note on 10-5 can I date the note for the original date of 10-1?

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  • Ruth

    Hi Erica, if you're using a Progress Note, then yes! Progress Notes are always attached to the date of an appointment. However, the date and time you locked the note will appear in your electronic signature. Hope that clarifies! 

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  • Ronterius Sanders

    Hello, 

    When signing notes, will it show the date it was signed? If so, how do we enter the actual date the note was created? Thank you 

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  • Erin Long, MA LMHC

    ???? Where is answer?

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  • Josephine Nyame

    I downloaded the note and then uploaded it to the right date after editing the date and time on the document. I plan to delete the note in the wrong date

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  • Sara Lynema, Psy.D.

    I found a work around for this - my example is I had a first appointment on the 1st, scheduled the second appointment for the 8th. When I went back to do the note, I accidentally wrote the note in on the 8th's file spot. 

    I went to calendar and took the appointment on the 8th, which already had an un-locked and un-signed note, and changed the date and time to the date to the 1st. The note stayed with the appointment, but now there are two appointments listed for the same client on the 1st. I then deleted the original appointment on the 1st (the first one with no note attached), leaving only the file with the note attached. Then I re-created a new appointment on the 8th (which hasn't happened yet, so the note there is blank). 

    It would be nice to have a feature to edit the date and time inside the note itself before locking, but changing it on the calendar did work so I didn't have to lose my note. 

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  • Angela Landry

    Others have mentioned this but it is not needed for insurance purposes to time stamp when notes are written or edited. SP needs to change this so clinicians can lock the note on the original date it was conducted, not the date the note was written or "cleaned up". Not all of us are medical docs who have transcribers, and even then, the date the note shows signed and locked is the date of the session. 

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