You cannot delete patient charts, but you can change the active patient status to inactive so that they no longer appear in the patient list, but are still searchable.
Patient charts with active or pending claims cannot be changed to inactive or deceased until all claims have been processed.
If the patient chart you are trying to make inactive is part of the sample data feature, you can remove it by turning off the sample data.
Change patient status to inactive
- In a patient chart, select the Important tab.
- From the Status dropdown, select Inactive or Inactive - Deceased.
- Select Save Demographics.
View inactive patients
When a patient chart is inactive, it is no longer searchable in most areas such as the Live Claims Feed or Patient Payments.
- Select Patients > Patient List.
- Select More Filters.
- Select the Inactive patients include and/or Inactive patients only checkboxes.
