Edit Notes
Ability to edit notes after they are created.
Kara Martinez
shared this idea
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Matthew Toelke commented
It would be great if we could edit notes, to add to them after new conversations or new information is provided instead of having to create a new note.
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Ryley
commented
When a workflow is initially started, you can enter details regarding the task at hand. It would be AMAZING if this summary (and the step notes too) were editable. We have several workflow ideas (such as our new account process) that would be great, but these need to be editable as things usually change in one way or another by the time all tasks are done.
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[Deleted User]
commented
At Brundage Group, we believe hospitals are a vital part of our communities. Our team is passionate about improving the health of our hospital clients through our advisory, analytics and staffing solutions. We aim to be an essential partner to our hospital clients in optimizing their clinical revenue cycle operations and outcomes, so they can continue to serve our communities.
Read more: https://brundagegroup.com/
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David Umstead
commented
It is a pain to have to delete the note and start over to make an edit. We do not see the ability to edit as a compliance issue. Especially if deleting the note is allowed anyway.
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Heidi Ellingson commented
I realize this is a Compliance issue to be able to edit a note that's already been posted but the "Comments" option is too hidden. Maybe just make it more visible?
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Operations Manager commented
This would be helpful, however, I believe Redtail will say they can't implement this due to compliance reasons that is what I was told on a phone call. Those who are granted the ability can delete notes...so why can't we edit when Redtail already tracks every edit on the Timeline?
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Michael Gluski commented
Never going to happen. Notes aren't editable for compliance reasons. If you could edit a note, somone could "go back in time" to cover for a mistake.
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Liz
commented
Give us the ability to edit our notes once posted, not just add an additional comment below the note.
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Kay Williams
commented
From a compliance perspective they can not.
Best Work Around: copy same note, edit it and then delete old note.