How do I edit a clinical note after it’s saved?
Last updated: 2026-05-26
Open the patient → Smart Timeline → click the note → Edit. Change any of the 10 fields and tap Save. The visit stays anchored at the original date — only the contents change. Each field accepts roughly 2,000 characters.
Open the note
- Open the patient → Smart Timeline.
- Find the visit on the timeline and click the note card.
- Click Edit at the top right of the note view.
Edit any field
All 10 fields are editable: complaint, history, medical history, observation, investigation, diagnosis, plan, treatment, cost, and notes. Click into any field, type or paste, and Save.
Common corrections
- Wrong tooth number — replace it in the Observation or Treatment field.
- Drug name misheard — type the correction. Use the prescription module for the definitive drug record.
- Cost off by a digit — edit the Cost field. This does not affect any invoice already raised; update the invoice separately.
- Patient told you something later — just append to the relevant field with a short date marker.
Related guides
Was this guide helpful?
Still need help? Choose how you’d like to ask.
Community answers are public and often faster — no account needed. Private tickets to the EpikDoc team require signing in.