Reset SOAP Notes Back to Draft Status

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

1. Go to SOAP Notes, on the left-side sidebar.

2. Locate the Signed & Completed note you want to reset.

3. Click Reset Draft.

4. 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 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.