REQUIRED PERMISSIONS: Administrator permissions or higher.
After a note or document is signed, it cannot be edited by therapists. Only users with Administration level permissions can remove signatures from certain notes and Initial Assessments. Signatures must be removed in order to edit or delete a document. On some documents a Signature cannot be removed regardless of your permissions.
IMPORTANT: If you're a supervisor and you've already approved a colleagues note or assessment you will not be able to remove that signature. Learn more about Staff Supervision and Permissions.
Jump to Section:
Remove from Progress Notes
- Locate appropriate Progress Note.
- Click Details button.
- Click Remove All Signatures at the top of the note to remove the electronic Signature.
- Click Yes I'm Sure to confirm removal.
Remove from Initial Assessment Form
- Click Initial Assessment & Diagnostic Codes tab in the Client's Case.
- Click Remove All Signatures at the top of the Note to remove the electronic Signature.
- Click Yes I'm Sure to confirm removal.
Remove from Document
As mentioned above, Signature cannot be removed regardless of permissions for:
- Contact Log Notes
- Addendums
- Treatment Plans
- Dynamic Forms
If you need a signature removed from one of these, you may contact Support and open a ticket to have it removed.