Delete Patient Needs

When necessary, you can delete patient needs from the Personal Planner > Lists tab > Pt Needs sub-tab.

To delete a patient need:

1. Open the Personal Planner to the Lists tab and click the Pt Needs sub-tab.



2. Click the Search for Data () icon to display your list of needs.

Tip: If you want to view needs within a specific range, set the Date From and Date To fields.

Note: If you have access, you can edit the User and Provider fields to view needs for a different provider.

3. Select a listed entry and click the Delete Record () icon.
4. When prompted, click Yes to confirm the deletion.