Treatment Episodes: Edit and Undo Permissions

In the Episode of Care Summary, use the pencil or undo icon to update basic episode details such as the medical record number, anticipated discharge date, anticipated admission date, change level or care/program, transfers, add locations, etc.

Review the table below to identify the appropriate workflow. For additional details, refer to the Treatment Episodes workflows.

Workflow	Action	Description	Included Feature
Admission	Edit Admission	Allows users to edit the Admission event from the facesheet or the Manage button.	Allow Admit feature in the user profile.
	Undo Admission	Allows users to undo the Admission event.
Transition Clinical Level of Care/ Program	Edit Transition Clinical Level of Care/ Program	Allows users to edit the Transition Clinical Level of Care/Program on the facesheet or in the Episode of Care Summary.	Allow Change Level of Care and Program feature in the user profile.
	Undo Transition Clinical Level of Care/Program	Allows the user to undo the Transition Clinical Level of Care/Program on the facesheet or in the Episode of Care Summary.
Add Location	Edit Added Location	Allows users to edit the Added Location on the Episode of Care Summary.	Allow Add Location feature in the user profile
	Undo Added Location	Allows users to undo the Added Location in the Episode of Care Summary.
Transfer Location	Edit Transfer Location	Allows users to edit the Transfer Location in the Episode of Care Summary.	Allow Transfer Location feature in the user profile
	Undo Transfer Location	Allows users to undo the Transfer Location in the Episode of Care Summary.
End Episode	Undo End Episode	Allows users to undo the End Episode in the Episode of Care Summary.	Allow Discharge/End Episode feature in the user profile
Discharge	Edit Discharge	Allows users to edit the Discharge Event in the Episode of Care Summary.	Allow Discharge/End Episode feature in the user profile
	Undo Discharge	Allows users to edit the Discharge Event from the facesheet or Episode of Care Summary.

Important: The undo option is only available in the most recent event, and when no documentation is attached to the episode. To restore the undo option, move documents to a different treatment episode in the Chart Summary > Treatment Episodes tab. Once the episode is documentation-free, the Undo option will reappear.