Restore Deleted Client Forms/Notes

If you accidentally delete an intake form that was submitted by a client, or a treatment note from their timeline, you can restore it in the client events log!

Note: We can only guarantee the restoration ability will be available for five days after deletion; however, it is possible you can restore for a longer period of time in some circumstances.

Restore Deleted Forms/Notes

1. Click List → Clients and select the client for whom you deleted the form.
2. Select the Events tab; you will see a log of all events for this specific client.
3. Locate the event where the form/note was deleted. You will see the date and who performed the action.
4. If you are within the restore time window, you will see a restore text link next to the listing. Click the link to restore the form or note to the client's timeline.