If a document was created accidentally, you can delete the document from Fusion.

Before You Begin

• Deleting a document permanently removes everything about it from Fusion, including its revision history.
• If a claim has been created for a daily note, you'll need to delete the claim before that daily note can be deleted.
• If an appointment is linked to the document and is checked in, deleting the document will only clear the document's draft. To remove a Not Started document, you'll still need to change the appointment's status or type or delete the appointment. Check out the Why won't my document delete? article for more information.

Delete a Document as the Primary Therapist

You can only delete a document as the primary therapist if the document hasn't been signed. Otherwise, you'll need to revise it first.

1. Open the document.
2. In the lower left, click the Delete button.
3. Type in the confirmation message and click the Delete button.

Delete a Document as an Admin

You can only delete a document as an admin if the document's primary therapist didn't sign it and they're no longer active in the clinic.

1. Go to Admin → Basic Setup → Users.
2. Click the Inactive tab.
3. To the right of the user, click the View Documents icon.
4. To the right of the document, click the Delete Document icon.
5. Type in the confirmation message and click the Delete button.