How to Edit or Delete a Session Note Template

After a session note template is created, they can be updated or removed by those with an admin role type such as provider-admin or office staff (for more information on access roles please see here) from session note templates under settings.

Here you will see a list of all existing templates, along with when their creation date.

Editing a Session Note Template

1. Click on the pencil icon

   

2. Update the Template Name as needed

   

3. Update the Template Body as needed

   

4. Click Update when done

   

Deleting a Session Note Template

Once a session note template has been delted it cannot be recovered

1. Click the red trash can

   

2. Click Yes, delete to confirm or No, Cancel to cancel