Deleting clinical notes

You can delete any clinical note from a patient's record unless that note has been signed or attached to a claim that has been submitted.

To delete a clinical note

1. Do one of the following:

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Progress Notes.

        The patient's clinical record opens with the Progress Notes tab selected.

     On the Progress Notes tab of a patient's clinical record, the procedure history for the patient appears. Select a clinical note.

     

   • How to get there

     1. If the correct patient is not already selected, use the Patient Search box to access the patient's record.

        Note: You can include inactive patients in the search results by setting the Include inactive patients switch to On.

     2. On the Patient menu, under Clinical, click (or tap) Chart, Progress Notes, Quick Exam, Perio, or Tx Planner.

        The patient's clinical record opens with the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab selected.

     On the Chart, Progress Notes, Quick Exam, Perio, or Tx Planner tab of a patient's clinical record, on the Clinical Notes menu, select a clinical note.

     

   The Clinical Note dialog box appears.

   

2. Click (or tap) Delete.