Edit and Delete Client Documents
To ensure that documents in a client's chart are organized, accurate, and up-to-date, TherapyNotes allows you to edit or delete client documents.
If you're planning to delete documents in a client's chart, keep in mind that document storage in TherapyNotes is included with your subscription, and there's no limit on how many documents you can store.
Each time a document in a client's chart is uploaded, edited, or deleted, the activity is recorded in your practice's activity log to provide you with a powerful audit trail.
Note: Only Clinical Administrators and Clinicians (for assigned patients) can edit or delete documents marked as Clinical.
Edit a Document in a Client's Chart
- Click Patients > Patient name > Documents tab
- Click the Edit icon for the corresponding document.
- Edit the Date, Document Name, and Access setting as desired.
- Click the Save Changes button.
Delete a Document in a Client's Chart
- Click Patients > Patient name > Documents tab
- Click the Edit icon for the corresponding document.
- Click the Delete Document link.
- A warning will appear to confirm that you want to permanently delete this file. Click the Delete Document button.
Please note that deleting a document that was sent to the client on TherapyPortal will also remove this client's access to the document. If the document was signed by the client, deleting the document will also delete the record of their signature.