Draft clinical notes allow you to make necessary changes before finalization. If you need to delete a draft note, follow these simple steps. Keep in mind that finalized notes are locked, and changes must be made by adding an addendum.
Delete a Draft Clinical Note
To remove an unwanted draft note, follow these steps:
- Go to the Home Page (top left header).
- Expand the Draft Clinical Note section.
- Click the Three Dots under the note you wish to delete.
- Select Delete and follow the instructions provided.
Important Note: If you need to delete a finalized note, submit a request to support with the Clinical Note ID for the notes you wish to have un-finalized.
Comments
4 comments
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?
Sorry once a SOAP note is deleted it cannot be retrieved.
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
Patricia, we have an update coming for this very soon.
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