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How do I remove chart note types from the list?...

I had created some when I 1st started PF and now realize I never use them and would like to remove them from the list. Thanks!

  • Posted by Elizabeth
  • 90 days ago

Practice Fusion expert answer:

To remove custom chart note types:

1. Click 'Setup'
2. Click 'Practice'
3. Click 'Chart Note Types'
4. Double click the chart note type you'd like to remove
5. De-select the 'Active' box
6. Click 'Save'

The chart note type will now be deactivated and no longer show when creating new chart notes . However, you can view any deactivated chart note by clicking 'Show inactive' next to the 'Add' button in the top right.

  • Posted by PF Staff Kyle
  • 89 days ago

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