Deleting shareable clinical note templates

As needed, you can permanently delete a clinical note template from your organization's shareable set. This does not affect clinical notes that are already attached to patient records.

Notes:

• Deleting a shareable clinical note template that was copied to the organization's shareable set from a location's current set does not delete the source template from the location's current set. 

• Deleting shareable clinical note templates requires the "Manage Shareable Set" security right. To help prevent unwanted changes to these master templates, you may want to restrict who is granted the "Manage Shareable Set" security right.

• When entering or editing a patient's clinical note while logged in to a given location, a person has access to only that location's clinical note templates and his or her own favorite clinical note templates.

To delete a shareable clinical note template

1. While viewing any location, on the Settings menu, under Patient Care, select Clinical Note Templates.

   The Clinical Note Template Setup page opens.

2. Select the Shareable Set tab.

   

3. Select a clinical note template.

   

   The options for editing the clinical note template appear.

   

4. Click (or tap) Delete.

   A confirmation message appears.

5. Click (or tap) Delete.