video1.0<iframe src="https://www.loom.com/embed/0bf4c39fb4f44158bb9a3e36be745fc9" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/0bf4c39fb4f44158bb9a3e36be745fc9-2544cdc873bbdf32.gif42.222Hey guys! 👋🏿 In this quick video, I’ll show you how to delete a case note in the portal when you’ve made a mistake or need to start over. You’ll see how to: • Get to your Case Notes • Check the Approval Status and Case Note Status • Delete the note when it’s still in Pending Review You can delete a case note as long as: • Case Note Status = Pending Review, and • Approval Status is NOT Approved (it can be Pending Review or Rejected) Once a note is Approved or the Case Note Status is Locked, you’ll no longer be able to delete it yourself. This is a super quick walkthrough to help you clean up case notes before they’re fully approved. 💛