# Correcting a Mistake

### What this is

This guide shows you how to fix incorrect information in the system.

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### When to use this

Use this when:

* A visit was entered incorrectly
* The wrong patient, compound, lot, or quantity was selected
* Information needs to be updated after saving

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### Important

Mistakes should be corrected in the original record.

👉 Do not create new records to fix an issue unless your clinic specifically requires it.

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### Step 1: Identify the mistake

Confirm:

* What was entered incorrectly
* Which record is affected (patient or visit)

Be specific before making changes.

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### Step 2: Open the correct record

* Go to **Patients** or **Visits**
* Find and open the affected record

👉 Make sure you are editing the correct patient or visit

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### Step 3: Make the correction

Update the incorrect fields, such as:

* Patient information
* Visit details
* Compound
* Lot
* Quantity

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### Step 4: Review before saving

Confirm:

* The updated information is correct
* The compound, lot, and quantity match what actually happened

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### Step 5: Save changes

* Click **Save**

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### Step 6: Verify the update

After saving:

* Confirm the record is correct
* Review the audit log if needed
* Confirm inventory reflects the update

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### If you cannot make changes

If your role does not allow editing:

* Contact a manager or clinic admin
* Explain exactly what needs to be corrected

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### Common mistakes

#### Creating duplicate records

Always correct the original record when possible

#### Editing the wrong record

Double-check before making changes

#### Not reviewing inventory impact

Changes may affect inventory

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### Important

All changes are tracked in audit logs.

This means:

* Edits are visible
* History is preserved
* Corrections should always reflect what actually happened