MOVE SERVICE NOTE

Careficient lets you move routine service notes between dates and between patients. This is particularly helpful if you enter a service note on the wrong day or for the wrong patient. To move a service note: From the Patients menu, select Move Service Notes.

NOTE: For Careficient Agency Administrators, click on the following to learn more about the privileges for Move Service Note.

The Move Service Notes page displays. Select the patient (with the Start of Care date) that you want to move.

Select the service note (with the discipline, date of service, and clinician).

This will move the service note to the same patient.  Choose the service date that you want to move the visit to.

To move the service note to a different patient, clear the option to Move to same patient.

The "Move to Patient" drop down appears.  Choose the patient you want to move the service note to.

Choose the Service Date that you want to move the visit to

Click Move.

You can also select the note you want to move directly from the Service Notes tab in the Patient Encounter record.

Click here to learn more about a work around for swapping service notes.