Issue
I need to permanently delete or remove an assessment from a patient's record.
Environment
Kipu CRM, Roles: Super User, Combined Admissions, Admissions Worker, Admissions and Business Development
Resolution
To delete an assessment or form from a patient's record a user will need to navigate to the Assessments area, identify the desired assessment, followed by performing a delete action.
Important Notes
In order to delete an assessment a user must first ensure it has been disassociated from all treatment opportunities first. See article to disassociate Assessments form Treatment Opportunities here.
- Using the Global Search Bar, search for and choose the desired patient to access their record.
- Locate the left-hand side navigation panel as select Assessments.
- Identify the assessment and select the Actions icon.
- Choose Delete from the menu items.
- Select Yes to confirm you have the correct assessment or form.