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Getting Started with Notes   |   Note Tools & Settings   |   Editing & Reviewing Notes   |   Role-Specific Notes & Note Types

Editing & Reviewing Notes
  • Addending a Note - (Handout) New information about a patient may require an addition or change to documentation after a note is signed. Addending a note allows staff to update the note in these cases. After signing an addendum, notes appear with status Addendum in Chart Review.
  • Attribution Information in Notes - (Handout) For notes where attribution information is available, an attribution popup window will display enabling the user to see details about who authored which portions of the note, the origin of the text, and other details. Attribution information may appear in various places where notes display throughout Epic (e.g. Chart Review activity, Notes activity, etc.).
  • Automatic Note Routing with Communication Management - (Handout) To help increase communication between providers, Epic will automatically route communications, including certain note types (excluding psychiatry), to PCPs, referring providers and the patient’s care team, including external providers. Based on the recipient’s preference, communications will automatically send to their In Basket, fax, or print to a department defined printer to be mailed. Communication Management will function differently between Inpatient and Outpatient encounters.
  • Correcting Notes on the Wrong Encounter - (Handout) When a note has been attached to the wrong encounter, it can be corrected using one of three workflows: copy/paste into a new note, copy previous into a new note, or move the note.
  • Cosigning Notes - (Handout) When staff members create a new note, they can add a cosigner to review and provide feedback on the note. Once a cosigner is chosen, and the note is written and signed, it is sent to the cosigner’s In Basket for final review. These notes show a status of “Cosign Needed” in Chart Review until they are signed by the cosigner.
  • Documentation of Patient Misconduct - (Handout) Document patient misconduct toward a clinician utilizing the new patient misconduct Note Tag and SmartPhrase. Capture information for unique patient/clinician encounters were misconduct has occurred due to social identity.

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