Delete a Case Note

Use the following steps to Delete a Case Note.

It is not possible to delete a case note which has been included in a created Careview 'CoS NDIS Claim' or 'CoS Invoice Claim'. To delete such a case note, it would be first necessary to revert it (see 'Revert a Case Note').

1.      Click Support Coordination from the Careview menu, then select Client Coordination

2.      The Client Coordination screen displays. Type part of the client name in the first field, and select the full name when it displays.

3.      The Client Coordination screen for the Client displays.

4.      In the Case Notes Table, click on the Delete icon, next to the Case Note you wish to remove.

If you don't have permission to delete a Case Note, the Delete icon will be greyed out. To enable this permission, please contact your Admin. 

5.      Click OK.

• Related Articles

• What to do if you have entered a Case Note against the wrong client?

  The only way to fix this, is to take note of the details in the Case Note (maybe take a screenshot), delete it, then recreate the Case Note under the correct Client.

• Delete a Client Profile

  Use the following steps to delete a client profile. Please note this process should only be used if the client's profile doesn't have any deliverables in their Service contracts i.e invoices or case notes processed. Deleting the client profile in ...

• Revert a Case Note

  If a case note has been accidentally claimed, or there is an error within the case note that needs to be amended before finalising the claim ( but the case note has already been included in a claim file ). You can revert a case note to remove it from ...

• Create a Case Note

  Use the following steps to Create a Case Note (includes information on how to create both billable and non-billable case notes) 1. Click Support Coordination from the Careview menu, then select Clients. 2. The Client list screen displays. Type part ...

• Move a Case Note

  Use the following steps to Move a Case Note from one Service Contract to another for the same Client. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.      In the Client ...