How to Delete a Visit Note

There may be occasions when a Visit Note needs to be removed—such as duplicate entries or accidental submissions. StoriiCare allows authorized users to delete Visit Notes, but this action should be performed carefully, as deleted notes cannot be recovered from the front end.

Follow the steps below to delete a Visit Note safely.

1. From the Participant Profile, click on Visit Notes (or whatever it is called on your system-- this terminology is customizable).

2. Click on the Category.

3. Use filters (optional) to locate the note you want to delete.

1. Scroll through the list of notes to find the correct entry.

2. Click Edit (bottom-right corner).

⚠️ If you do not see the Edit option, speak to a manager or administrator to update your Permissions.

1. Look for the Delete option (trash can icon or “Delete” text) at the bottom right corner of the note.

2. Click Delete.

3. A confirmation message will appear asking you to verify the deletion.

Click Yes.

⚠️ Warning:

Once deleted, the note is permanently removed from StoriiCare and cannot be recovered. Only delete a note when you are certain it is no longer needed.

• Only delete notes that were created in error—otherwise, edit the note instead.

• Consider exporting or copying the note’s content if it may contain relevant information before deletion.

• Use deletion sparingly to preserve documentation integrity.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.it