Delete Form Workflow Move Packet Utility

Written By Felicia Conner ()

Updated at January 17th, 2020

The Move Packet Utility allows for removing packets, forms and progress notes from a client chart when they were entered in error. It is highly suggested that this window be password protected.

Access: Clinical > Move Packets

The header of the client chart will be yellow when the Move Packet Utility is active to provide visual verification of the activation of the utility.

To remove a form from a client chart right click on the form and select Delete Form. If the form is completed a prompt will present indicating the form is saved, allowing an opportunity to abort the delete form procedure. If the form is incomplete a verification prompt will present allowing the opportunity to abort the delete form procedure. 


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