Delete a Clinical Note

To delete a draft Clinical note, navigate to the note and click the grey dropdown menu, then click "Delete".

Only draft notes to be deleted.  Once a note is finalized it is locked and unable to be deleted.  If you need to make changes to a finalized note then you add an addendum which is available at the bottom of a finalized note.

If you have finalized a note for a patient/client who you would like to have deleted, you must submit a request to support containing the receipt number of the note(s) which you would like "un-finalized".

Ryan -
Have more questions? Submit a request

4 Comments

Date Votes
  • 0
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    Katanya Taite

    hello
    I deleted a client in error. I had two accounts set up and was trying to delete one. How can I retrieve the client file?

  • 0
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    Ryan

    Sorry once a SOAP note is deleted it cannot be retrieved.

  • 0
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    Patricia Brown-Katz, LMT, CMTPT

    I finalized 8 SOAP notes for insurance reimbursement, then needed to edit all 8 for the attorney.

    So, I duplicated the original SOAPs to make the corrections and re-submited the corrected SOAP and invoice. NOW I have two SOAPs for every treatment. UGH! Would it be possible to at least store "trash" if unable to delete. I really need a delete function.

    Otherwise, it appears I will have to delete the entire client file and start over (?) in order to have clean originals

  • 0
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    Ryan

    Patricia, we have an update coming for this very soon.

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