Deleting clinical notes

Clinical notes are moved into history when you close a month out. Once you sign a clinical note or move it to history, you cannot edit or delete it. However, you can append an addendum to a clinical note that is signed or in history.

To delete a clinical note

1.   In the Perio Chart, click View, and then click Clinical Notes Panel.

The Clinical Notes panel appears.

2.   To delete an entire day's note, select the note that you want to delete, and in the Clinical Notes toolbar, click the Delete Clinical Note button.

Note: To delete a portion of a day's note, select the part of the note that you want to delete, and press the Delete key.