Deleting Progress Note (Group and Individual) Draft Documents

In order to delete draft Progress Note (Group and Individual) notes, add the buttons Delete Draft Note and Select Draft Note to Edit to any Progress Note (Group and Individual) form. This button can be added using Site Specific Section Modeling.

Once added it is necessary to select the client and episode. After this the draft note can be selected using the field Select Draft Note to Edit and the Delete Draft Note button can then be used to delete the draft note.

If it is a modeled progress note, a pre-display must be added to the form along with the delete button in Form Definition to be able to select and delete it.

Example of adding this button using Site Specific Section Modeling (make sure to select No to Exclude from Data Collection Instrument):