Delete a Patient/Client

Patients/clients can only be deleted if there are no clinical notes (draft or finalized) or invoices associated with them. If a patient/client has a finalized note, you need to contact us to have it reverted to draft so that you can delete the note. You will be able to delete the patient/client profile once all of the notes have been deleted and no invoices have been created.

To delete a patient, follow these steps:

  1. Log in as Admin or a Practitioner with Editing Patient Permissions
  2. Click on the Patient's/Client's name
  3. Click the Three Dots in the top right corner
  4. Click Delete

Note: Deleting a patient/client is permanent.

Adding a Patient/Client

Import Patients/Clients

Hide Inactive Patients/Clients

Adding Pronouns to Patient/Client Profile

Patients/clients can only be deleted if there are no clinical notes (draft or finalized) or invoices associated with them. If a patient/client has a finalized note, you need to contact us to have it reverted to draft so that you can delete the note. You will be able to delete the patient/client profile once all of the notes have been deleted and no invoices have been created.

To delete a patient, follow these steps:

  1. Log in as Admin or a Practitioner with Editing Patient Permissions
  2. Click on the Patient's/Client's name
  3. Click the Three Dots in the top right corner
  4. Click Delete

Note: Deleting a patient/client is permanent.

Patients/clients can only be deleted if there are no clinical notes (draft or finalized) or invoices associated with them. If a patient/client has a finalized note, you need to contact us to have it reverted to draft so that you can delete the note. You will be able to delete the patient/client profile once all of the notes have been deleted and no invoices have been created.

To delete a patient, follow these steps:

  1. Log in as Admin or a Practitioner with Editing Patient Permissions
  2. Click on the Patient's/Client's name
  3. Click the Three Dots in the top right corner
  4. Click Delete

Note: Deleting a patient/client is permanent.

Adding a Patient/Client

Import Patients/Clients

Hide Inactive Patients/Clients

Adding Pronouns to Patient/Client Profile

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming

Get started with
Noterro today!

Try Noterro and discover that running your practice doesn’t need to feel overwhelming