There are several options to deactivate a patient's record.
Option #1
- Click on the Patients button, in main menu.
- The following screen will be displayed:
- Select the patient to whom you wish to deactivate the record.
- Once selected, click on the More button, located at the top of the screen.
- Select the Deactivate option.
- The following screen will be displayed:
- Select one of the available options, pressing the Dropdown.
- If you select the Other option, the section will be displayed, so that you manually record another reason, to deactivate the record.
- If the reason is not available, click the Edit button, located next to the field, where the reason is displayed.
- The following screen will be displayed:
- Click on the Add button, to add the reason of your preference.
- Once added, press the Save button.
- If you want to see any inactive patient records, click on the Search button, at the right side of the Patients screen.
- The following screen will be displayed:
- Select the Include inactive patients records checkbox, to display inactive patient records.
Option #2
- Click on the QuickLinks text, located at the top of the main menu.
- Select the Patients option.
- The following screen will be displayed:
- Select the patient to whom you wish to deactivate the record.
- Once selected, click on the More button, located at the top of the screen.
- Select the Deactivate option.
- The following screen will be displayed:
- Select one of the available options, pressing the Dropdown.
- If you select the Other option, the section will be displayed, so that you manually record another reason, to deactivate the record.
- If the reason is not available, click the Edit button, located next to the field, where the reason is displayed.
- The following screen will be displayed:
- Click on the Add button, to add the reason of your preference.
- Once added, press the Save button.
- If you want to see any inactive patient records, click on the Search button, at the right side of the Patients screen.
- The following screen will be displayed:
- Select the Include inactive patients records checkbox, to display inactive patient records.
Option #3
- Go to the Appointments screen.
- Select a patient from the calendar.
- Once selected, the user has two options to access a patient's record. Press the Patient Details button, located on the right side of the screen, in the Side Panel section.
- Or click on the information button and select the Pt Details option.
- The following screen will be displayed:
- Once selected, click on the More button, located at the top of the screen.
- Select the Deactivate option.
- The following screen will be displayed:
- Select one of the available options, pressing the Dropdown.
- If you select the Other option, the section will be displayed, so that you manually record another reason, to deactivate the record.
- If the reason is not available, click the Edit button, located next to the field, where the reason is displayed.
- The following screen will be displayed:
- Click on the Add button, to add the reason of your preference.
- Once added, press the Save button.
- If you want to see any inactive patient records, click on the Search button, at the right side of the Patients screen.
- The following screen will be displayed:
- Select the Include inactive patients records checkbox, to display inactive patient records.
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