Issue
A recording was completed under the wrong patient appointment. Abridge does not support reassigning recordings to a different appointment, and encounters cannot be deleted before your organization's configured retention period ends. Documentation corrections must be made manually within the EHR or Abridge Inside workflow.
Steps to resolve
Integrated workflow (mobile app)
Step 1: Do not send the note. After the note has generated, do not select Send Note.
Step 2: Transfer documentation to the correct patient.
- Copy the complete note contents.
- Navigate to the correct patient's chart in your EHR.
- Paste the documentation into the appropriate location.
Step 3: Address the incorrect appointment. If documentation is still needed for the originally selected (incorrect) patient:
- Use the ad hoc recording feature (the red + button) to create a new recording.
- Copy and paste the ad hoc note manually into the EHR.
Inside workflow (Hyperspace/Haiku)
Step 1: Transfer documentation. After the note has generated:
- Copy the note contents from the incorrect patient's chart.
- Paste the documentation into the correct patient's chart.
Step 2: Remove incorrect documentation. Return to the incorrect patient's chart and:
- Remove the note contents.
- Remove any note templates.
- Remove any dotphrases to ensure content does not continue to pull from Abridge.
Step 3: Complete documentation manually. Documentation for the incorrect patient appointment must be completed without Abridge.
Additional notes
Data retention and compliance
Audio recordings, transcripts, and draft notes are retained according to your organization's configured retention policy. After this period, audio recordings are permanently deleted, and associated transcripts and draft notes are deleted in accordance with that policy. Abridge does not support early deletion of individual encounters outside of standard retention configuration.
Align these correction workflows with your organization's internal chart correction, compliance, and patient privacy policies.