Moving a clinical note
If a clinical note has been created against the wrong appointment, you can move it to the correct one without losing any of the content. This works for both locked and unlocked notes.
How do I move a note to a different appointment?
Open the note in the clinical notes sidebar.
Click the three-dot menu at the top of the note.
Select 'Move note'.
In the 'Move note and recording' window, select a treatment plan and an appointment.
Click 'Move'.
The note will now appear under the appointment you selected.
Please note:
You can only move a note to an appointment that doesn't already have one. Appointments with a note won't appear in the list.
You can't move a note while a recording or AI summary is in progress.
'Move note' is unavailable if there are no eligible appointments to move to.
How do I swap notes when both appointments already have one?
If the destination appointment already has a note, you'll need to use a temporary appointment as a holding place. You only need to do this if notes have been created in the wrong place.
Create a new appointment in the patient's treatment plan using a temporary holding place.
Click the three-dot menu icon on the first note and click 'Move note'. Move it to the now empty original appointment.
Click the three-dot menu on the note in the temporary appointment and click 'Move note'. Move it to the correct appointment.
Reorder the appointments if you need to.
The notes now sit under the correct appointments. You can delete the temporary appointment if you no longer need it.
Additional FAQ's for moving/deleting notes
Can I move a note to a different patient's record?
No. You can only move notes between appointments for the same patient. If a note was created on the wrong patient's record, create a new note on the correct patient. You can copy and paste the content across. Then either add an amendment to the incorrect note saying it's invalid, or ask a level 4 user to delete it.
Can I move a note that has already been completed?
Yes. You can move both draft and completed notes.
What if I created a note with incorrect information?
Open the note and add an amendment that clearly states which part is wrong. Level 4 users can also delete notes if needed.
Please note: We strongly recommend you only use 'Delete note' in emergencies. Deleting a note is permanent.