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

   

2. On the Patient menu, under Clinical, select Chart, Progress Notes, Quick Exam, Perio, Tx Planner, or Imaging.

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

3. Do one of the following:

   • On the Clinical Notes menu, select a clinical note.

     

   • On the Progress Notes tab, select a clinical note.

     

   The Clinical Note dialog box appears.

   

4. Click (or tap) Delete.

   A confirmation message appears.

5. Click (or tap) Delete.