Deleting clinical note templates

You can delete a clinical note template as needed. Any clinical note that was entered using the template you want to delete will not be affected by the deletion.

Note: Deleting clinical note templates requires the "Clinical Notes, Template Setup" security right.

To delete a clinical note template

In Clinical Notes, click the Template Setup button .

If applicable, do one of the following:

If the Clinical Notes, Template Setup dialog box appears, user verification has been assigned to the "Clinical Notes, Template Setup" task. Do one of the following:

If your user account has been granted the "Clinical Notes, Template Setup" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Clinical Notes, Template Setup" security right, have a user with permission temporarily override this restriction so you can set up clinical note templates this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Clinical Notes, Template Setup" security right. To have a user with permission temporarily override this restriction so you can set up clinical note templates this one time, do the following:

On the message, click Yes.

In the Clinical Notes, Template Setup dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

The Template Setup dialog box appears.

Expand a category, and then select the template that you want to delete.

Click Delete Template.

A confirmation message appears.

Click Yes.