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How do I delete a past assistance?
How do I delete a past assistance?
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Written by Bryan Wang
Updated over a year ago

There are times when you might need to delete a past assistance from a client's record. To do this, follow these steps:

  1. Find the client who has the assistance you're trying to delete

  2. Scroll to the bottom of the client profile to the "Recent Assistance" section

  3. Click "View history"

  4. Click "Details" for the assistance you're trying to delete

  5. Click "Delete this assistance" at the bottom

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