How to Edit or Delete a Progress Note

There are two ways to edit or delete a progress note from within a patient's record. 

From the Note Summary view

Select the three dots to access the drown-down menu, then select Edit or Delete

From the individual note page

Step 1: Select the note you would like to edit or delete

Step 2: Select Edit or Delete

Editing or deleting signed notes

  • Progress notes that have been locked and signed cannot be edited or modified.
  • Signed notes can be deleted, but a record of the deletion will be retained and displayed on the patient’s note summary view.
    • Note: The record of the note is not retained if the note is deleted after being saved (but before being signed).


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