Patient Status

Inactivate a Patient

In the event a patient is no longer in use, you can inactivate the patient to prevent staff members in your office from using it; there is no way to permanently delete a patient.

  1. Select Patient > Patient.

  2. Use the Search field to search through your patients. 

  3. Select the Patient.

  4. Place a check in the Make this patient inactive box.

  5. Click Save.

Reactivate a Patient

Follow the steps below to reactivate a patient.

  1. Select Patient > Patient.

  2. Place a check in the Include inactive Patients box.

  3. Use the Search field to search through your patients. 

  4. Select the Patient.

  5. Click OK when the “This patient is currently inactive.” pop-up displays.

  6. Uncheck the Make this patient inactive box.

  7. Click Save.