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

  1. Go to Patient Flow > Exam & Pre-med.
  2. Locate the patient with the requested HRW.
  3. 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:

  1. Go to Patient Flow > Exam & Pre-med.
  2. Undecline the surgery.
  3. Revert the HRW (using the steps above).
  4. Request a new HRW.
  • You can now send an email waiver or perform a verbal waiver as normal.