How Should a Documentation Error Be Corrected?

A documentation error is an inaccuracy in an official record, ranging from a simple typo to incorrect data. Correcting these errors properly is a matter of professional integrity and, in many regulated fields, a legal requirement. The process for correction ensures that a record’s history is transparent and trustworthy. It protects the person making the correction, the organization, and anyone who relies on the document’s accuracy by creating a clear and accountable audit trail.

The Standard Method for Correcting Errors

When an error is discovered in a paper document, the universally accepted correction method is designed for transparency. The first step is to draw a single, straight line through the incorrect information. It is important that the original, erroneous entry remains fully legible beneath the line; the goal is to mark it as incorrect, not to hide it.

After striking through the error, the correct information should be written as close to the original entry as possible. This is done directly above or beside the crossed-out text. This placement provides immediate context by allowing a reviewer to see the original error and the correction together.

The final step is to validate the correction by adding your initials and the date of the change. In time-sensitive environments like legal or medical settings, including the exact time of the correction is also standard practice. This information explicitly shows who made the correction, when it was made, and what was altered, ensuring accountability.

What to Avoid When Making Corrections

The use of correction fluid or tape to cover up an error is a common but flawed practice. These materials completely hide the original entry, making it impossible for a future reviewer to know what was initially written. This breaks the transparent audit trail and can cast doubt on the document’s authenticity.

Scribbling over, blacking out, or erasing an error should also be avoided. These methods make the original text illegible or remove it permanently and can be perceived as an attempt to falsify the record. Writing directly over a mistake is also improper because it obscures both entries and leads to confusion.

How to Correct Errors in Electronic Records

Correcting errors in electronic records, such as an Electronic Health Record (EHR), follows a different process than paper but is guided by the same principle of transparency. A user creates an amendment or a new entry that is electronically linked to the original, incorrect data. The original entry is preserved but flagged within the system as erroneous, ensuring it is not relied upon for future decisions.

Electronic systems automatically create a detailed audit trail. The software captures the user ID of the individual who made the change, along with a precise timestamp of the date and time. Simply deleting the incorrect information is not an option, as this would erase the audit trail and violate the principles of proper record-keeping.

Using an Addendum for Major Corrections

When an error is too substantial for a simple strikethrough, an addendum is the appropriate tool for correction. An addendum is a new, separate entry created to clarify, correct, or add significant information to a record. It is used when entire sections of text are incorrect or when important information was omitted from the original entry, sometimes referred to as a “late entry.” This method provides the space needed to explain complex errors without cluttering the original document.

The process for creating an addendum involves making a new entry that is clearly linked to the original record. It should be started with the current date and time, followed by a specific reference to the date, time, and location of the original entry being corrected. The body of the addendum then clearly and concisely states the corrected information or provides the omitted details. This ensures anyone reading the addendum understands exactly which part of the record it pertains to and what the correct information is.

Following Organizational Policies

While the methods described represent general best practices, they are not a substitute for internal company rules. Many industries, particularly healthcare, finance, and legal fields, operate under strict regulations that dictate specific, mandatory procedures for correcting documentation. These organizational policies are designed to ensure compliance with legal standards and are considered the ultimate authority on the matter.

Before attempting to correct any official document, it is important to consult your organization’s internal policy manual or speak with a supervisor. This step ensures that your actions align with established protocols and legal requirements. Following your company’s specific procedures protects both you and the organization from potential compliance issues or legal challenges.