--- title: How to Edit a Finalized Visit Note description: Learn how to edit a finalized visit note in Populate EMR, including how to unfinalize the note, make necessary changes, and finalize it again. --- [Skip to content](https://knowledge.populateemr.com/how-to-edit-a-finalized-visit-note#main-content) English Show submenu for translations [More support](https://knowledge.populateemr.com/kb-tickets/new?hsLang=en) [Customer portal](https://support.populateemr.com/tickets?hsLang=en) ![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png) Open main navigation Close main navigation - English Show submenu for translations - [More support](https://knowledge.populateemr.com/kb-tickets/new) - [Customer portal](https://support.populateemr.com/tickets) - [Contact us](mailto:support@populate.com) [Contact us](mailto:support@populate.com) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) October 12, 2026 # How to Edit a Finalized Visit Note Use the **patient search bar** at the top of the screen to search for the patient whose finalized visit note needs to be updated. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/983df021-26ba-416c-8192-48a7c6ea5750.png) If the change involves the patient’s demographic information, navigate to the **Demographics** tab. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/2d153d97-1d61-4a84-83c2-3198aaddb105.png) Make the necessary changes to the patient’s information, then click **Update** to save them. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/0fa3214c-8f56-461b-baaf-84fb8f25a17c.png) Navigate to the **Visits** tab. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/11b277f0-54fe-4ccf-87be-11da1f9758ea.png) Under **Past Visits**, locate the visit associated with the finalized note you would like to update. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/44ce5a6e-7a8a-4d3e-9079-258fb26e3190.png) Click the **Visit Note** button on the right side of the corresponding visit to open the note. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/ab09a9d7-ee01-4e2a-bf63-afeff10d2f20.png) Since the visit note has already been finalized, click **Unfinalize**. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/89b1a132-633f-4d87-a454-e5ecd987a99b.png) If needed, make the necessary changes to the visit note. Click **Save** to save the changes made. ![](https://usercontent.us.prod.clueso.io/0ee74cae-77f1-4ef9-a322-2a7d9ec1a279/6889407b-fae6-49fa-926f-9ab9410cacdf/40840eee-d2a8-4f9a-88ad-35ff0ba3dc45/images/9986a1ba-57c5-4e21-ab42-d0bf68f571a6.png) Next, click **Finalize and Sign** to finalize the visit note again.  ![](https://knowledge.populateemr.com/hs-fs/hubfs/undefined-Oct-12-2026-02-03-56-4083-PM.png?width=1918&height=899&name=undefined-Oct-12-2026-02-03-56-4083-PM.png) The updated finalized visit note will then be generated with the changes you made. - [FAQ](https://knowledge.populateemr.com/faq?hsLang=en) - [Support](https://knowledge.populateemr.com/support?hsLang=en) - [Billing](https://knowledge.populateemr.com/billing?hsLang=en) - [Appointments](https://knowledge.populateemr.com/appointments?hsLang=en) - [Visit Notes](https://knowledge.populateemr.com/visit-notes?hsLang=en) - [Charts](https://knowledge.populateemr.com/charts?hsLang=en) - [Encounters](https://knowledge.populateemr.com/encounters?hsLang=en) - [Intake](https://knowledge.populateemr.com/intake?hsLang=en) - [To-Dos & Stickies](https://knowledge.populateemr.com/to-dos-stickies?hsLang=en) - [Fax & Reports](https://knowledge.populateemr.com/fax-reports?hsLang=en) - [Reports](https://knowledge.populateemr.com/reports?hsLang=en) - [Settings](https://knowledge.populateemr.com/settings?hsLang=en) - [Rachel—AI Agent](https://knowledge.populateemr.com/rachel-ai-agent?hsLang=en) - [Forms](https://knowledge.populateemr.com/forms?hsLang=en) - [Populate Continuous Care (PCC)](https://knowledge.populateemr.com/populate-continuous-care-pcc?hsLang=en) [![](https://knowledge.populateemr.com/hs-fs/hubfs/Full%20Logo%20-%20Black-1.png?width=250&height=67&name=Full%20Logo%20-%20Black-1.png)](https://knowledge.populateemr.com/?hsLang=en) 6790 Embarcadero Ln #100, Carlsbad, CA 92011 [mailto:support@populate.com](mailto:support@populate.com) Copyright © 2025, Populate EMR, Inc.