9.7. High Risk Waivers
9.7.3. Revert High Risk Waiver
Occasionally, you may need to undo a high-risk waiver (HRW) before it has been signed by the owner. This process resets the waiver so you can reissue it if needed.
Occasionally, you may need to undo a high-risk waiver (HRW) before it has been signed by the owner. This process resets the waiver so you can reissue it if needed.
Steps to Revert an HRW
- Go to Patient Flow > Exam & Pre-med.
- Locate the patient with the requested HRW.
- In the Action/Log column, click* Action > Revert High-Risk Waiver*.
This will reset the HRW option, allowing you to request a new waiver.
✅ Pro Tip: If a waiver has already been signed (email) or completed verbally, that document remains attached to the patient’s appointment record.
Example: Owner Marked as “Unreachable”
If you previously marked an HRW as Owner Unreachable, but later contact the owner, follow these steps:
- Go to Patient Flow > Exam & Pre-med.
- Undecline the surgery.
- Revert the HRW (using the steps above).
- Request a new HRW.
- You can now send an email waiver or perform a verbal waiver as normal.