Skip to main content

 

Kareo Help Center

Mark or Restore Note as Error

Updated: 07/25/2022
Views: 5894

When a note is created in error, it can be marked as an error, but cannot be deleted. The notes marked as an error will not be displayed in the Active notes list and will not be included in any patient reporting, such as a CCDA report. If marked in error, the note can be restored to the Active list as necessary.

Access Notes

  1. Enter the first 2–3 letters of the patient's name or date of birth (mm/dd/yyyy) in the top navigation bar search box.
  2. Click to select the patient from the auto-populated results. The patient's Facesheet page opens.
  3. Click Notes. The Notes page opens.
Clinical_Notes_Access.png

Mark Note as Error

Only users who created the note, were assigned to the note, or signed the note are able to mark notes as an error.

  1. Click Open or View. The Encounter Note page opens.
  2. Click the Save & Close up arrow and select Mark as Error. The Mark as Error pop-up window opens.
    Note: The note must be saved before the Mark as Error is available.
  3. Enter the reason why the note is being marked as an error in Comments.
  4. Click Mark as Error. The note is moved to the Marked as Error list.
Clinical_Note_MarkAsError.png

Restore Note Marked as Error

Only users who created the note, were assigned to the note, or signed the note are able to restore notes marked as error.

  1. Click the Display drop-down arrow and select Marked as Error. Notes marked as error displays.
  2. Click Open or View. The Encounter Note page opens.
Clinical_Note_AccessMarkedAsError.png
  1. Click the Cancel up arrow and select Restore. The note is moved to the Active list.
Clinical_Note_RestoreMarkedAsError.png