Delete a Medical History Note on the Client Profile

To delete a Medical History note on the client profile, use the following steps:

1.       Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.      Click Medical History.

3.     The Medical History table is displayed.  Under Action click Del on the note you want to delete.

5.     The following prompt displays for you to confirm the deletion. Click Confirm to delete the note.

6.     The Medical History note is deleted.

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