Chart Note Linking & Unlinking
Providers can link, unlink, and re-link chart notes from appointments directly in the charting interface, including on signed and locked notes. No support ticket required — correcting a mis-linked note takes seconds, right from the note itself.
Built by Core Engineering
The problem it solves
Chart notes created outside the appointment flow, or mistakenly linked to the wrong one, previously had no self-serve fix. Providers had to file a support ticket to correct the association, leaving an inaccurate appointment-to-note record in the chart until support intervened.
What's included
- Inline linked-appointment field in the chart note header
- Link, unlink, and re-link actions via a three-dot context menu
- Type-ahead appointment search across past, current, and future visits
- Auto-relink suppression option when unlinking a note
- User-level permission for org admins to control link/unlink access
How it works
The linked appointment appears automatically as an inline field in the chart note header, next to Date of Service and Time of Service. Providers open the three-dot menu on any chart note to link, unlink, or re-link it from an appointment, in both edit and view modes. The link/unlink modal includes a type-ahead search across the patient's past, current, and future appointments. When unlinking, providers can check a box to prevent the background auto-link job from immediately re-associating the note. Access is controlled by a user-level permission that org admins grant per provider; on signed or locked notes, providers see a confirmation step before the change is applied.
Providers can link, unlink, and re-link chart notes from appointments directly within the charting interface, without submitting a support ticket. It's built for providers correcting a note created outside an appointment flow or linked to the wrong one. It requires the Charting module. The linked appointment appears inline in the chart note header, with link, unlink, and re-link actions available from a three-dot menu in edit and view modes. Org admins control access via a new user-level permission, so changes stay governed even on signed and locked notes.
