Adding an Addendum

Once a document has been approved (finalized), there is an opportunity to add an addendum to the document.

**Please note: This can only be completed by the primary use on the account or the document owner (who created it)

**Friendly Reminder: This will not allow an updated on the CPT codes that were charged. That information will need to be relayed to your billing person to update the encounter.

In order to get to the document that you are wanting to add the addendum to, you will need to be inside the Document tab and under the sub-tab of the type of document you are.

Once you are viewing the main page of the Sub-tab, you will want to remove the filter that is added by default to the page that reads: 

Document Status != 'View'

This is a filter to remove anything from this report that is completed or in the View status. This can be removed by unchecking the box in front.

You will now be able to see documentation that has been approved already. 

Click on the Action View of the document you are needing to addend:

This will open the Approved document.

In the upper right hand side, you will see an Add Addendum button. Click this to open the document up:

Once opened, it will open all fields on the evaluation and give a box to state the reason for the Addendum:

After everything is completed, approve the document from the drop down menu:

You will be able to see the difference between the original and the addended document from the first report or from the patient's documents. This difference is elected in adding the # of addendums after the patient's name:

Or from inside the patient's profile -> Documents:

Second Addendum

If you are adding an addendum to a document for the second time, you may have received an error stating to locate the most current version of the document to add the addendum to:

What this means is that an addendum is present on the document you are currently in. You will need to locate the document with the most current addendum to add more information to the documentation.

This can be located by:

1. Going to the Document tab and click on the subsection of the type of document is it

2. Click on the All Docs (will be the document type) on the bottom right hand side

3. Removed the In progress Filter by unchecking or clicking the X

4. Search the Patient 

5. If an addendum was added before, you will it in the far right column

6. Create the addendum from that document by clicking on the View as shown above

7. Once inside, click on the Action Menu -> Add Addendum