Deleting quick-picks

You can delete any of the custom quick-picks from any of your location's clinical note templates or from any of your organization's shareable set of clinical note templates as needed. However, you cannot delete the system default quick-picks. Deleting a quick-pick does not affect clinical notes that have already been entered using that quick-pick.

To delete a quick-pick

1. If you want to delete a quick-pick for location-specific templates, but you are not already viewing the correct location, select it on the Location menu. However, if you want to delete a quick-pick for shareable templates, you can be viewing any location.

2. On the Settings menu, under Patient Care, click (or tap) Clinical Note Templates.

   The Clinical Note Template Setup page opens.

3. Do one of the following:

   • To delete a quick-pick for location-specific templates, leave the Current Set tab selected.

     

   • To delete a quick-pick for shareable templates, select the Shareable Set tab.

     

4. Do one of the following:

   • Click (or tap) a category's bar to view the corresponding templates, and then select a template.

     

     Current Set tab

     

     Shareable Set tab

     The options for editing the clinical note template appear.

     

   • Click (or tap) New Template to create a new template in addition to deleting a quick-pick.

     

     Current Set tab

     

     Shareable Set tab

     The options for entering a new clinical note template appear.

     

5. Click (or tap) Manage Quick-Picks.

   

   The Manage Quick-Picks dialog box appears.

   

6. Select the quick-pick that you want to delete, and then click (or tap) Delete.

   

   A confirmation message appears.

   Important: If the quick-pick is used in any clinical note templates, the placeholder for the quick-pick will be deleted from those templates. Any clinical note templates that contain only the quick-pick being deleted will be deleted.

7. Click (or tap) Delete.