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Withdraw a note

A note that has ever been published can’t be deleted. If it was written in error, select Withdraw note in its Note actions menu and give a reason. The note stays in the patient’s history as a read-only withdrawn record, showing who withdrew it, when and why. It’s hidden from the list until you select Show withdrawn, and left out of exports.

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Delete a draft

A draft that has never been published can be deleted: select Delete note in its Note actions menu, then confirm. Admins can delete any draft; practitioners can delete their own.
Deleting a draft removes it for good. This can’t be undone.

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Export notes to PDF

Only published notes can be exported. In a note’s Note actions menu, select Export PDF for a plain PDF, or Export to letter for one on practice letterhead. To export several, tick them in the list and use Export above it.

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Attach files to a note

Select Attach file under the note to link files from the patient’s Files tab. The note needs a linked appointment first.