OakTree - Can I delete paperwork or other paperwork if not needed


On your question "Are we able to delete any paperwork such as progress notes that are not needed?"

Support: You can delete paperwork such as progress notes that have not had their status changed to completed - Meaning if they just added a form but have not filed it as completed, then it can still be removed. To delete a form, you can go to the “Client Summary” section and delete any form using the “x” in the Actions column, on the right-hand side.

Here is example

1 - Open Client Summary 

2 - Click the (x) under actions since this form does not show completed 

3 - Alert notice gives me the option to delete the  selected form 


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