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Kareo Help Center

Create an Amendment to a Note

Amendments meet Meaningful Use requirements by providing patients with the opportunity to request an amendment to their record (e.g., offer corrections, additions, or updates).

Navigate to Patient Chart / Notes

  1. Enter the first 2–3 letters of the patient's name in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's chart / Face Sheet  opens.
  3. Click Notes in the left menu. The Notes page opens. 

Create an Amendment

  1. Select Amendment from the + Create Note drop-down menu.
  2. Enter the information for the amendment and click Save & Close.
  1. Click Source of Request to enter who originated the amendment request (e.g., the patient).
  2. Click Request Details to enter the details of the request (e.g., details from a letter written by the patient).
  3. Click Decision and place an "x" inside the brackets to indicate if the amendment request is Accepted, Rejected, or Under Review.


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