How to Create an Assessment Addendum – Checkpoint EHR

A completed assessment can be updated via an assessment addendum. An addendum can add or modify clinical information and add or modify the diagnoses list. To add an addendum follow the instructions below.

1. From CP Central, select the Clients menu.

2. Select the Client Details icon (single person).

Select the Client Details icon (single person).

3. Select the Assessments & DXs tab.

Select the Assessments & DXs tab.

4. Select the View icon (magnifying glass) for the assessment you wish to modify.

Select the View icon (magnifying glass) for the assessment you wish to modify.

5. Scroll to the bottom and select the Add icon (plus sign) in the Addendum section.

Scroll to the bottom and select the Add icon (plus sign) in the Addendum section.

6. Enter any additional text in the "Addendum" section. In the "Diagnoses" section, you can modify the DXs codes. When finished, select Add Addendum.

Enter any additional text in the "Addendum" section. In the "Diagnoses" section, you can modify the DXs codes. When finished, select Add Addendum.

7. When finished the additional information will display below the original assessment. The DX changes will be reflected in the client profile, see next step.

When finished the additional information will display below the original assessment. The DX changes will be reflected in the client profile, see next step.

8. If the diagnosis set was updated via an Addendum, the modified diagnosis codes will be displayed without viewing the assessment.

If the diagnosis set was updated via an Addendum, the modified diagnosis codes will be displayed without viewing the assessment.