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 per
Reset to Draft and Date of Service
Resetting a completed note to Draft does not change its Date of Service.
If the note is linked to an appointment or class, its date continues to come from that visit and there is no separate Date of Service editor.
If the note is unlinked, the original author can edit the date after the reset only when their role has permission to create notes.
See Date of Service on SOAP Notes for complete rules and troubleshooting.missions likely need to be updated.