Page cover

Addendum Workflow

Organization-wide settings that control how addendums appear in final reports and whether the report text clears when starting an addendum.

For administrators: These settings help maintain consistent addendum formatting across your organization and reduce manual work for radiologists when creating addendums.

What Is Addendum Workflow?

Addendums are supplementary reports added after the original report is signed—typically to add new information, correct errors, or address additional findings. The Addendum Workflow settings control:

  • How addendums are labeled in your final reports

  • Whether the report text clears when you start an addendum

These organization-wide settings ensure addendums follow a consistent style across your practice without manual formatting each time.

Where to Find It

Organization SettingsGeneral


The Settings

Auto Add Addendum Section

What it does: Automatically adds an "ADDENDUM:" label to your final report after signing an addendum.

Your options:

Setting
What Happens
Best For

Enabled (default)

System adds "ADDENDUM:" label before your addendum text

Most users - clear visual separation

Disabled

No automatic label added; addendum text flows directly

Users who manually format addendums


Auto-clear Final Report on Addendum

What it does: Determines whether the report editor clears when you start creating an addendum.

Your options:

Setting
What Happens
Best For

Enabled (default)

Report text clears; you start with blank editor

Users who write addendums from scratch

Disabled

Previous report text remains; you edit/append

Users who reference or modify original text

Important behavior:

  • ✅ Applies when creating your first addendum (prelim → final with addendum)

  • ❌ Does not apply to subsequent addendums (addendum → another addendum)

  • ❌ Does not apply when signing preliminary reports without addendum

1

When Enabled (default)

Scenario: You signed a preliminary report and now need to add an addendum.

  • Click "Create Addendum"

  • Editor clears completely — blank slate

  • Dictate or type your addendum findings

  • Process impressions

  • Sign

Result: Your addendum starts fresh without old text cluttering the workspace.

2

When Disabled

Scenario: You signed a preliminary report and now need to add an addendum.

  • Click "Create Addendum"

  • Editor retains original report text

  • Review original content

  • Add new findings or modify existing text

  • Sign

Result: You can reference or edit the original report while creating the addendum.


Getting Started (For Administrators)

1

Step 1: Check Your Current Settings

  • Navigate to Organization SettingsGeneral

  • Review the Addendum Workflow settings

  • Note the current enabled/disabled state

2

Step 2: Test with Non-Critical Reports

Before changing settings, test current behavior:

  • Have a radiologist create a test or routine report

  • Sign preliminary

  • Create an addendum

  • Observe:

    • Does the editor clear?

    • Is "ADDENDUM:" added to the final report?

3

Step 3: Adjust if Needed

If the current behavior doesn't match your organization's needs:

  • Change one setting at a time

  • Have radiologists test on routine reports

  • Gather feedback from multiple users

  • Adjust the second setting if needed

4

Step 4: Communicate to Users

Once settings are configured:

  • Notify radiologists of the expected behavior

  • Document in your internal training materials

  • Re-evaluate periodically based on user feedback


Troubleshooting

"ADDENDUM: label isn't appearing in my reports"

Check:

  1. Is the setting enabled?

    • Ask your administrator to check Organization SettingsGeneral

    • Verify "Auto Add Addendum Section" is enabled

  2. Are you signing an addendum?

    • Setting only applies when you sign an addendum, not preliminary or final reports

  3. Is this a subsequent addendum?

    • All addendums should receive the label if enabled

    • If not, contact support

Still not working? Try:

  • Refresh the page

  • Sign out and sign back in

  • Contact support with a specific report ID


"The editor didn't clear when I expected it to"

Possible reasons:

  1. Setting is disabled

    • Ask your administrator to check that "Auto-clear Final Report on Addendum" is enabled

  2. This is a subsequent addendum

    • Auto-clear only applies to the first addendum

  3. You're signing prelim, not addendum

    • Auto-clear only applies when creating addendums (Prelim → Final without addendum does not clear)

Clarification:

Prelim → Final (no addendum):        ❌ Does not clear
Prelim → Final with Addendum:        ✅ Clears (if enabled)
First Addendum → Second Addendum:    ❌ Does not clear

"I want the editor to clear for subsequent addendums too"

Current behavior: This is not supported. The system intentionally preserves subsequent addendum text to prevent accidental data loss.

Workaround:

  • Manually select all text (Ctrl+A / Cmd+A)

  • Delete

  • Start fresh

Why not supported?: Risk of losing important addendum content outweighs the benefit of clearing.


"My administrator disabled Auto Add Addendum Section - can we add labels to old reports?"

Answer: No, these settings only affect newly signed reports going forward.

For already-signed reports:

  • Create a new addendum if absolutely necessary

  • With the setting re-enabled, the new addendum will have the label

Prevention:

  • Test setting changes on routine reports first

  • Gather feedback before making permanent changes


"Will changing these settings affect reports already in progress?"

Answer: Changes apply to addendums signed after the setting is changed. Reports in progress at the time of the change will use the setting that was active when the addendum is signed.

How it works:

  • Settings are applied at sign time, not when the report is created

  • Already-signed reports are never modified

  • Draft addendums will use the current setting when signed


Best Practices (For Administrators)

Keep Auto-Labeling Enabled

Why: Addendum labels help:

  • ✅ Referring providers understand report timeline

  • ✅ Patients distinguish original from updated findings

  • ✅ Medical-legal documentation show clear audit trail

  • ✅ Compliance with documentation standards

Exception: Only disable if your institution has strict custom formatting that conflicts.

Match Your Organization's Workflow

  • If radiologists dictate addendums from memory → Enable auto-clear

    • Fresh workspace

    • No distraction from original text

    • Faster workflow

  • If radiologists reference original findings → Disable auto-clear

    • Original text visible

    • Easy to copy measurements or descriptions

    • Better for complex addendums

Gather Feedback from Radiologists

Before implementing:

  • Discuss with radiologists which behavior they prefer

  • Check whether your institution has formatting standards

  • Ask how referring providers expect addendums formatted

Organization-wide consistency helps:

  • Reports look uniform across all radiologists

  • Referring providers know what to expect

  • Easier onboarding for new radiologists

Test Before Rollout

Before changing settings:

  • Test on routine cases with volunteer radiologists

  • Verify behavior matches expectations

  • Get feedback from multiple users

  • Document the expected behavior

Avoid:

  • Changing settings during high-volume periods

  • Making multiple changes simultaneously without testing


Frequently Asked Questions

Does auto-clear delete my original report?

No. Auto-clear only affects the text editor workspace. Your signed original report is permanently preserved in the report history. Clearing the editor just gives you a blank slate for typing the addendum.

Can I undo an addendum after signing?

No. Once signed, addendums are permanent. However, you can create another addendum to correct or clarify the previous one.

What if I start an addendum but don't finish it?

If you navigate away without signing:

  • Draft addendum content is typically saved

  • Return to the report to continue editing

  • Auto-clear only applies when you initiate the addendum, not when you return to a draft

Do these settings affect dictation imports?

No. Whether you dictate via microphone, import from a file, or type manually, these settings apply the same way.

Can different settings be used for different exam types?

Not currently. The Addendum Workflow settings apply organization-wide to all report types.

Alternatives:

  • Radiologists can manually override behavior on a case-by-case basis

  • Your organization could request this as a feature enhancement

If auto-clear is enabled, can radiologists still see the original report?

Yes. The original report is always preserved and visible in the report history. Auto-clear only affects the active editor window where the radiologist is typing the addendum.

What counts as a "prelim sign" vs. "addendum"?
  • Prelim sign: Signing a preliminary report (before final) — Auto-clear does not apply

  • Addendum: Adding supplementary content to an already-signed final report — Auto-clear does apply (for first addendum only)

Who can change these settings?

Only organization administrators with appropriate permissions can modify these settings in Organization SettingsGeneral. Individual radiologists cannot change these settings for themselves.

Last updated