Deleting a Patient

You might need to delete a Patient from your clinic's records, especially if the record is no longer necessary or was created by mistake. Note that a Patient can only be deleted if they do not have any clinical notes or billing history.

Method One: Deleting a Patient from the Search Bar

1. Log in as the Admin or a Practitioner with permission to edit Patients.
2. Click Search in the main navigation.
3. Search for the Patient and access their Profile.
4. Click the Three dots adjacent to the Patient's name.
5. Click Delete.

Method Two: Deleting a Patient from the Patient Profile Page

1. Log in as the Admin or a Practitioner with editing Patient permissions.
2. Navigate to the Patient tab.
3. Locate the Patient.
4. Click the Three dots next to the Patient's name.
5. Click Delete.

Important Note: The delete button is only available for Patients without any records in the clinic. Deleting a Patient is a permanent action. If a Patient has a finalized note that cannot be deleted, please contact us at support@noterro.com to have it reverted to a draft so it can be deleted.