Delete Phone Sheet Note

Notes are found on the Phone Sheet of a Patient Record. Use Notes to add, edit, view or delete:

• Information about phone conversations with the patient.
• Information related to the patient.

Displayed Notes can be filtered by several variables. For more information, click here.

• Step-by-step
• Related topics

Step-by-step

1. From the New Patient Record, Edit Patient Record or View Patient Record window, click the Phone Sheet tab.
   
   
   • The Phone Sheet displays.
   • The Phone Sheet tab is highlighted in orange.
   • In the Filter By tab, Created Date Range is selected.
   • Existing Notes display in descending chronological order in the grid below the Add Note button.

2. Use the Filter By tab to filter the list as desired. For help, click here.
3. For the Note you wish to delete, click the Delete button in its row.
4. A warning displays.
   
   
   • Click the Yes button to confirm the deletion.
   • The warning closes and the deleted Note no longer displays on the Phone Sheet.
5. To close the warning without deleting the Note, click the No button.

You can also delete a Note by:

1. Clicking the View button in its row. The View Note popup displays.
2. Click the Delete button. A warning displays.
3. Click the Yes button to confirm the deletion. The View Note popup closes and the deleted Note no longer displays on the Phone Sheet.
4. To close the warning without deleting the Note, click the Cancel button.

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Related topics

• Patient Phone Sheet
• Add Note
• Edit Note
• View Note

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