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Restore Deleted Procedures
2. Click the settings icon
3. Click "Recently Deleted"
4. Click "Procedures"
5. Choose the date range
6. Once you have found the procedure, check the box on the left.
Tip: If you wish to restore more than one, select each one. OR if you would like to restore all procedures, click the box located by "Procedure Name"
7. Click "Restore"
8. Click "Yes" to confirm
9. The procedure will then reflect on the patient's timeline to view!
Restore Deleted Forms
10. Click "Recently Deleted" in settings
11. Click "Paperwork"
12. Click "Cosmetic Questionnaires, "Health Timeline Questionnaires", "Consents", or "Membership Agreements" depending on the type of paperwork that was deleted. If you know the title of the deleted form, simply type it in the search field and then change the date range!
13. Choose the date range
14. Locate the type of paperwork that was deleted and check the box on the left.
15. Click "Restore"
16. Click "Yes" to confirm
Restore Deleted Clients
17. Click "Recently Deleted" in settings, then click "Client"
18. Find the client and check the box on the left
19. Click "Restore"
Restore Deleted Notes
20. Click "Recently Deleted" in settings, then click "Notes"
21. Click "Procedure Notes" or "Customer Notes", then search for the note. Then, check the box on the left.
22. Click "Restore"
23. Click "Confirm"
Restore a Deleted Survey
24. Click "Recently Deleted" in settings, then click "Surveys"
25. Search for the deleted survey
26. Check the box to the left of the survey and click "Restore"
Tip: If all deleted items do not show immediately, they will be added within a 10 minute time frame!