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Marking a Smart Note as Entered in Error for Providers | Smart Notes

Updated

This article explains how providers and practitioner admins can mark a signed Smart Note as “Entered in Error,” and what changes occur in the system once this action is taken.

What Does This Feature Do?

Marking a Smart Note as “Entered in Error” updates its visibility across the platform to clearly indicate that the note should no longer be considered valid. This includes:

  • A notification bubble on the encounter banner
  • A watermark on the clinical note and any faxed copies
  • Smart Note icons turn red with a tooltip that reads “Entered in error”
  • The audit log records the action for practitioner admins
  • The note becomes filterable in the Encounters view by status
  • Can be configured in Practice Settings to allow for either the Practitioner admin or the Provider (who signed the note), to mark a Smart Note as “Entered in error”.

Who Can Use This Feature

  • Practitioner Admins OR the Provider who originally signed the note (depending on what is configured in the practice-level setting)

Pre-Requisites:

  • The note must be signed
  • The user must be either the provider who signed the note, or a practitioner admin (depending on what is configured in the practice-level setting).

Instructions

How to Mark a Note as Entered in Error

  1. Open the signed note from Encounters, Scheduling, or Queue.
  2. Click the three dots '...' on the More button and a pop-up menu will appear, 
  3. Select Mark as Entered in Error.
  4. A confirmation popup will appear. Click Yes to proceed. ⚠️ This action cannot be undone.
  5. The note is watermarked with “Entered in Error.”

Filter on Encounters

  1. The right hand side of encounters filter now includes 'Entered in Error' as an option for Consult Note status'

Confirmation for Entered in Error

Once a note is marked as entered-in-error, users will see the following changes in the user interface.

  1. The note is watermarked with “Entered in Error.”
  2. The Smart Note icon turns red.
  3. Hovering over the icon displays the tooltip: “Entered in error.”
  4. A red notification bubble appears on the encounter banner.
  5. Clicking the bubble reveals additional details.
  6. Faxed versions of the note will include the watermark.

Additional Information

PL016227.A