You can reset a Signed & Completed SOAP note back to Draft status. This unlocks the note for editing, removes all cosigners, and notifies them that the note has been reset.
Reset a Note to Draft
Go to SOAP Notes, on the left-side sidebar.
Locate the Signed & Completed note you want to reset.
Click Reset Draft.
The note returns to Draft status and becomes editable again.
When a note is reset:
All cosigners are removed
All cosigners receive a notification
You can edit/delete the note as needed
Addendums After Reset
Resetting a note to Draft also allows you to delete addendums that were previously locked.
For details, see the Addendums article.
Permissions Required
To reset a note to Draft, your role must include the reset-draft permission located under:
Settings → Roles & Permissions → Notes → reset-draft
If you do not see the reset option, your permissions likely need to be updated.