Addendum Workflow

When you notice that your documentation has missing or incorrect information, you will need to complete an addendum to update the patient’s record.

Basic Workflow

  1. Navigate to the patient’s chart and open the Records screen for the corresponding case.
  2. Use the drop-down for the record you need to addend and select Add Addendum.
  3. Make any necessary changes to the documentation and then move to the Plan tab.
  4. Finalize the note using the appropriate option based on the Finalize Options table below.

Click here to learn more about adding addenda in the WebPT EMR.

Records Entry Example

  • Daily Note: Original DOS of October 22, 2019
  • Addendum: Added on October 28, 2019, and updated DOS to October 21, 2019

Finalize Options

Corrected Claim Requirements

If any of the following information is updated on a note, a Corrected Claim will need to be submitted.

  • Date of Service
  • CPT Codes
  • Modifiers
  • Units
  • Billing Provider
  • Referring Physician
  • Diagnosis

Tips & Tricks

  • The provider that completed the original note should complete the addendum unless the other provider actually rendered the services.
  • Do not select Finalize & Rebill unless billable information has been updated.
  • If a visit has been addended to be no-charged, contact and include the:
    • RevFlow Company Code and Clinic Name (all placed into the subject line of the email)
    • RevFlow Patient Account Number
    • Date of Service
    • Details on what was addended
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