Change the Service Code for a Submitted Note

There are two ways to update the Service Code in a Note. Your Access Level will determine which method(s) you may use.

Jump to Section: 

If Note is Not Locked

1. Navigate to Notes.

   

   
    
2. Locate and View appropriate Note.
    

   

   
    
3. Click Edit Note from Note Action side menu.

   

    
    
4. Click Type of Service drop-down and select the appropriate new Service type.

   

   
    
5. Scroll down and click Submit.

   

   
   
    

If the Note is Locked or Locked and Signed

1. Locate and View appropriate Note.

   

   
    
2. Click Unlock Note from Note Actions side menu.

   

   
    
3. Click Edit Note from Note Action side menu.

   

   
    
4. Click Type of Service drop-down and select the appropriate new Service type.

   

   
    
5. A pop-up will appear to add a Reason that you are editing the Note. Enter the Reason, then click Continue.
6. Scroll down and click Submit.

   

    

[Back to Top]