Fix Assessment Visit Date/Time/Employee

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Fix Assessment Visit Date/Time/Employee


This will allow you to change an assessment's date and/or time, change the employee number, or lock an assessment that is in the Complete status. It will only work if the assessment status is unfinished, completed or locked.  NO changes can be made if the assessment is in locked+Chg status. From Main Menu click on Admin tab from left panel. Click on Fix Assessment.

  1. Enter the Chart # or start to type out the patient name to select the patient. 
  2. Select the visit
  3. Change the Date and/or Time if needed.
  4. Click on Test.
  5. If needed, change the Employee # and click on Save Fixed Employee Number.  Note that only employees with the proper security level can make changes here.
  6. After everything is verified click on Lock.
  7. This visit will show up on the Import Visit Charges screen to update the Visit Entry screen.


*Note:  If the visit does not show up in the list, then you will need to go to Admin > Unlock a visit, enter the chart number, select the visits, click on Unlock.  Then try the steps above.



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Last Modified:Monday, September 19, 2022

Last Modified By: farrah@barnestorm.com

Type: HOWTO

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