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Editing a Note

How to edit a note and republish to PCC

V
Written by Vanessa Echenique
Updated over a year ago

Navigating to the "Edit Note" button:

  • On the Careflows tab, find the Careflow that has the note you want to edit.

  • Select "View".

  • Select "Careflow"

  • Select the "Sessions" tab


Opening the Edit Note window:

In order to open this window you must be logged in as the resolving user.

  • Select the three dots to open the menu

  • Select "Edit Note"


Editing the note and saving to PCC:

  • Edit the note

  • Enter a reason for the edit

The reason for the note edit does not get published to PCC, it is only visible in sessions summary in Omnivers.

  • If you wish to save the note to PCC, select the "Save Note to PCC" button.

When saving the note to PCC the original DOS will be published with the note. If you didn't strike out the note from PCC first you will have the note in PCC twice.

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