You can delete an unlocked clinical note. A clinical note is unlocked until it has been reviewed and signed.
Note: When you delete a clinical note, the deletion is recorded in the Audit Log page as a Clinical Note type with 'Delete' in Action.
To delete a clinical note
How to get there
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From the Patient menu, under Clinical, select Progress Notes.
The patient's clinical record displays with the Progress Notes tab selected.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
How to get there
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From the Patient menu, under Clinical, select Chart.
The patient record displays with the Chart tab selected.
Tip: You can also access clinical notes from the Progress Notes, Quick Exam, Perio, Imaging, or Tx Planner tabs.
Note: If the correct patient is not already selected, use the Patient Search field to access the patient's record.
How to get to there
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From the Home menu, under Location, select Overview.
The Provider Overview page displays.
Note: If the Overview page displays instead, set the Provider Overview toggle to Yes.
Important: If you are not a provider, the toggle does not display.
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Select the Unsigned Clinical Notes widget.
The Clinical Note Tasks page displays.
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On a patient's clinical record > Progress Notes tab, select a clinical note.
Tip: You can also access clinical notes from other areas such as the Chart tab or the Clinical Note Tasks page.
Note: Only your clinical notes display when working from the Clinical Note Tasks page.
The Clinical Note window displays.
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ClickTap Delete.
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When prompted to confirm, clicktap Delete again.
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