Editing or Deleting a Clinical Note | Dentrix Mastery Tracks

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As long as a clinical note has not been signed or moved into history, you can edit or delete the note.

Watch this video to learn how to edit or delete a clinical note. (Duration 0:31)

You should only make changes or delete a clinical note if the information has been added to the wrong patient file.
You cannot edit or delete a clinical note that is in history (was entered in a previous month) or has been signed.
To change the provider, click Change Provider for Selected Note in the Clinical Notes toolbar. The Select Provider dialog box appears. Select the new provider, then click OK.
To learn more about editing or deleting a clinical note, read The Clinical Notes Panel, Deleting Clinical Notes, Adding an Addendum to Clinical Notes, and Creating Clinical Note Prompts in Dentrix Help.

If you have access to Dentrix, check your knowledge with this exercise.

Switch to the Dentrix demo database.
(Skip this step if you are using the Dentrix Learning Edition software.)
To complete this exercise, you may need to enter a clinical note.
Change the provider on Corey Hansen’s clinical note to DDS2.