How to Delete a SOAP Note or Invoice
Sometimes, you create a SOAP note for an appointment that just got cancelled. Sometimes, you create a SOAP note for the same patient visit twice by mistake. As a part of managing your practice's billing activities, it is important to find out and delete the copies of notes and invoices that you created by mistake or may be created two SOAP notes for the same visit. You have to delete the SOAP note in order to delete the associated invoice. Here is how you can do it:
1. Navigate to the Patient Chart. By default, you will be on the patient's Summary tab. Click on the 'Past Notes' tab located next to Summary.
Locate the SOAP Note & Edit It
On the Past Notes tab, you will find SOAP notes and the associated Invoices created for the patient for different dates and visits. Locate the past note you want to delete.
Double-check the SOAP Note details to make sure this is the note you want to delete. When you are certain you have found the note you need to delete, click 'Edit' to open the note.
Once you click the 'Edit' button, you will be redirected to the SOAP note section for that date.
Go to the Invoice Section
a. On the left side panel of the SOAP Note tab, click on 'Invoice'.
Delete CPT Codes from the Invoice
a. Scroll down to the CPT code section in the Invoice. Delete the CPT codes one by one by clicking the 'Delete' icon.
Follow the delete prompt
Click 'Yes' to delete the CPT code. Continue the steps 6a and 6b to delete all CPT codes in the Invoice. Note: If you have added Supplies and Misc Items, delete them from the Invoice too.
Review and Sign
On the left side of the SOAP note tab, click on the last option - 'Review & Sign'.
Click 'Delete Note' at the bottom of the Review & Sign tab. A dialog box will open. Click 'Yes' to delete the note. You will be redirected to the Summary tab in the patient's profile. The invoice will be deleted once you delete the SOAP note.
Confirm the Note or Invoice is Deleted
Click the 'Past Notes' tab in the Patient Chart again. Check all the Notes and their dates to verify that the note and the invoice you wanted to delete are not available now. In case of duplicate SOAP notes, check if there is only one note and one invoice visible for that date.
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