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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