You can delete duplicated or unnecessary forms and SOAP responses from a customer's profile. However, deleted responses cannot be recovered once they have been removed.
Prerequisites: Your customer must have at least one form or SOAP note response.
To delete a response:
-
Go to Customers
and select a customer.
-
In the customer's profile, select the Forms or SOAP tab.
Note
If you're on a phone or tablet, swipe left on the tab menu to see the Forms and SOAP tabs.
-
Select the response you want to delete:
Any forms or SOAP notes the customer has filled out will appear below Fill New Form or Fill New SOAP.
-
Select the form or SOAP note template. All responses for this template will appear below.
-
Select the response. If you aren't sure what response to choose, you can view the submission date next to the customer's name.
-
-
Begin deleting the response:
-
On the Phone: In the top-right corner, select the Action
menu, then select Delete.
-
On the Web, Tablet, or Pay Desk: Select the Delete
button.
-
-
Confirm that you want to delete the response.
Comments
0 comments
Please sign in to leave a comment.