How do I delete a note?
To preserve the integrity of the record for legal, insurance audit, and ethical reasons, you cannot delete a signed note (or any other record for that matter). But there are some things you can do:
The note is on the correct patient record, but contains the wrong information
If the note is NOT signed already then
Simply re-use the form the next time you have to enter additional documentation.
If the note is signed already then
The recommended course of action IF you made a mistake simply create a new note and correct the mistake. In the narrative space indicate the previous note (indicate the version number) contained a typo, overlooked something, or other mistake. Then indicate the correct data on the new note.
The note was written correctly but placed on the wrong patient record
Everyone has a problem every now and then. However, we should tell you that from our experience, if this occurs frequently this strongly suggests that you are not being careful in your generation of clinical documentation. Historically, individuals with these types of activities have been the target of frequent insurance audit takebacks, fraud, or subject to ethical inquiries.
If the note is NOT signed already then
Simply delete the wrong text and save the draft. Then re-use the form the next time you have to enter additional documentation.
If the note is signed already then
You can place a request to us via the feedback button to have the form (progress note, treatment plan, etc) administratively removed from the list. It will then be marked as administrative removed. It will not show any more. A new history event will be created for this action. Administratively removing a form is a serious administrative issue on our end so there is a $55 fee per form (of any type and for each version to be remove) charged to your account for this service. Once the feedback request is submitted to us it can take up to 14 days to complete the administrative removal.
To ensure we can identify the unique record to be removed, please send an internal feedback message of the type "Problem" with following information for each record you would like removed from the chart. Because of the nature of removal we cannot make assumptions and all information must be explicitly stated:
- the clinician or therapist who owns the patient as shown Patient Info->Personal Info->Therapist Name
- the type of record: Progress Note, Treatment Plan, etc
- the version #
- the exact creation date and creation time for the note in the format "YYYY-MM-DD HH:MM +ZZZZ"
- if the record is signed, then also provide the signing date and time in the same format
- for additional verification, at your discretion, you may also provide the start and end date/time for the actual appointment
An example of the text of the feedback would be:
- For therapist Rich, please remove the progress note, version 25, with the creation date "2012-02-06 15:33 +0000", unsigned
- For therapist Rich, please remove the progress note, version 24, with the creation date "2012-02-05 02:37 +0000", signed on "2012-02-06 15:25 +0000"
- For therapist Susan, please remove the treatment plan, version 4, with the creation date "2012-06-17 08:12 +0000", unsigned
A problem feedback message like the above example would result is a $165 ($55 * 3) charge to your account after removal.
