Addendums to Progress Notes
An addendum lets practitioners and supervisors add details or updates to a signed progress note without altering the original record. This maintains record accuracy, supports compliance, and preserves a complete audit trail.
🔑 Looking to edit or unlock the original signed note instead? Check out our guide on Notes Settings and Unlocking Signed Notes.
In this article
- Creating and Managing Addendums
- Managing Addendums During Supervision
- Tracking Addendum Statuses
- Frequently Asked Questions
- Related Resources
Creating and Managing Addendums
Addendums can be added to any signed and completed session progress note. Once started, addendums auto-save as drafts until signed.
- Open the signed progress note.
- Scroll to the bottom of the note and select + Add Addendum.
- Enter your update into the text box.
- Select Sign & Complete to lock the addendum, or select Remove to delete it.
ℹ️ Active addendums temporarily prevent the main note from being unlocked. If you need to unlock and edit the original note, delete any attached addendums first.
Managing Addendums During Supervision
Supervisors and supervisees can manage addendums together once the primary progress note has been co-signed.
- Starting an Addendum: Either the supervisee or assigned supervisor can create an addendum after the primary note is co-signed.
- Supervisor Review: Addendums created by supervisees are flagged as Awaiting supervisor review.
- Finding Pending Addendums: Supervisors can review pending addendums under Needs Signature in the Needs Attention section on their Home Page.
Tracking Addendum Statuses
You can quickly track addendum status directly from a client's chart or calendar appointment.
- Incomplete Addendums: Display a yellow Incomplete Addendum banner.
- Completed Addendums: Display a grey badge showing a note icon and total count (e.g., 2 Addenda).
Frequently Asked Questions
Can practitioners add addendums to clinical notes?
No. Addendums are only supported on session progress notes. Clinical notes (standalone notes not tied to a session) do not feature addendums. To update a signed clinical note, you must unlock and edit the original entry.
Can I unlock a primary progress note while an addendum is attached?
No. An active addendum temporarily blocks the primary note from being unlocked. To unlock the main progress note, you must first delete the attached addendum.
Can I add multiple addendums to a single progress note?
Yes. You can add multiple addendums to a progress note, but you must sign and complete (or delete) any existing addendum draft before starting another.
How do I delete or discard a draft addendum?
Open the draft addendum, select the red Remove button at the bottom, and confirm the deletion in the prompt.
What happens to completed addendums when a new addendum is started?
Once a new addendum is started, all previously completed addendums on that note become permanently locked and can no longer be reopened for editing.
Where do supervisors find supervisee addendums that need review?
Supervisors can view pending addendums on their Home Page under Needs Signature in the Needs Attention section.
Related Resources
Learn more about managing notes and documentation in your account: