In TherapyPM, you can delete a session note that has been added to a session. Follow the steps below to remove a session note effectively:
1. Navigate to the Patient Tab:
- Log in to TherapyPM and go to the Patient tab in the main navigation bar.
- Locate the patient for whom the session note was added. You can use the search bar or scroll through the patient list.
2. Access the Documentation Section:
- Open the patient’s profile by clicking on their name.
- Navigate to the Documentation tab within the patient’s profile. This section contains all session-related notes and documents.
3. Apply Filters to Find the Specific Session:
- Use the filters available to narrow down the sessions.
- For example, you can filter by session date, type, or other relevant criteria.
- After applying the desired filters, click the Go button to display the filtered results.
4. Identify the Session:
- In the filtered list, locate the session for which you want to delete the note.
5. Locate the Session Note:
- In the Notes column, find the specific session note you wish to delete.
- Review the note to confirm it’s the correct one.
6. Delete the Session Note:
- Click on the Trash Icon next to the session note you want to remove.
- A confirmation dialog may appear—proceed to confirm the deletion.