Hi Rasmus | Lumary Troubleshooting: How do I update a note/activity that's already been sent to Lumary?

⚠️ A few important notes:

• If a Lumary appointment already has a billing item created, that appointment cannot be undone and any changes made in Hi Rasmus will not be reflected on the Lumary appointment. 
• The following User Privileges dictate the ability to update an already completed session note. It is up to your organization to ensure that your internal processes and user privileges within Hi Rasmus meet your compliance standards for updating completed notes. 
  • Unrender Activities
  • Reopen and edit activities 
  • Preserve signatures when reopening/editing activities 
• Any Hi Rasmus activity that is re-sent to Lumary, but fails to fully send to Lumary due to the appointment being completed on the Lumary side will reflect the status of "Completed from Lumary"