How to Edit a Submitted Note

Editing a submitted note may be necessary for corrections or updates. Please note that the ability to edit a note is determined by your Notenetic role and access level. Once edited and resubmitted, the system will attach an addendum to maintain compliance and transparency.

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Important Access Reminder

• Depending on your clinic’s setup, you may not have permission to edit submitted documentation.

• If you follow the steps below and do not see the edit option, please reach out to your Super Admin or clinic administrator.

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🔍 Navigate to the Documents Section

1. Go to Documents from the main menu.

2. Use the search and filters to locate the specific note or document.

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📄 Open the Document

1. Click the Document ID to open the submitted note.

2. Review the content and status.

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🔒 Check Document Lock Status

• If the document is locked, it must be unlocked before any edits can be made.

• Unlocking permissions depend on your role and access level.

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✏️ Edit the Document

1. Once the document is unlocked, click Edit on the left-hand menu.

2. Make any necessary changes.

3. Click Submit when finished.

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➕ Addendum Prompt & Resubmission

Upon clicking Submit after editing:

• You’ll be prompted to enter a reason for the update.

• Select the signature date and enter your signature PIN.

• Click Apply.

🔔 Important: Once resubmitted, the system will automatically generate an addendum to the document to indicate the document was updated after submission.

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