If an appointment is scheduled but a provider launches the note from the File tab instead of opening the note from the Appointment Book, or if they started the appointment and a new note from the file tab, the correct note can be linked to the appointment from the Enc Hx tab.

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Once there click on the blue link next to the correct completed form

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A new window will open. Select the appropriate appointment from the dropdown then click Link to Appointment.

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The appointment will now be linked to the correct note and the other note will have a trash can to delete it.

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If you link an appointment by mistake, you can click on the broken red link to remove the link

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