There are several options to deactivate a patient's record.


Option #1 

  • Select Patients button, which is located in the main menu. 


  • The following screen will be displayed:


  • Select the patient to whom you wish to deactivate the record. 
  • Once selected, press the More button, located at the top of the screen.
  • Choose the Deactivate option.


  • The following screen will be displayed: 
  • Select one of the available options by pressing the Dropdown button.


  • If you select the Other option, the section will be displayed for you to manually enter 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:


  • Press the Add button to add the reason of your choice. 
  • Once added, press the Save button to save the record. 
  • If you wish to view any inactive patient records, press the Search button on the Patients Details 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.
  • Choose the Patients option.


  • The following screen will be displayed:


  • Select the patient to whom you wish to deactivate the record. 
  • Once selected, press the More button, located at the top of the screen.
  • Choose the Deactivate option.


  • The following screen will be displayed: 
  • Select one of the available options by pressing the Dropdown button.


  • If you select the Other option, the section will be displayed for you to manually enter 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:


  • Press the Add button to add the reason of your choice. 
  • Once added, press the Save button to save the record. 
  • If you wish to view any inactive patient records, press the Search button on the Patients Details screen.


  • The following screen will be displayed:


  • Select the Include inactive patients records checkbox to display inactive patient records.


Option #3

  • Navigate to the Appointments screen.
  • Choose a patient from the calendar.


  • Once selected, the user has two options to deactivate the record. Press the Patient Details button, located on the right side of the screen.


  • Or, press the information button and select the Pt Details option.


  • The following screen will be displayed:


  • Select the patient to whom you wish to deactivate the record. 
  • Once selected, press the More button, located at the top of the screen.
  • Choose the Deactivate option.


  • The following screen will be displayed: 
  • Select one of the available options by pressing the Dropdown button.


  • If you select the Other option, the section will be displayed for you to manually enter 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:


  • Press the Add button to add the reason of your choice. 
  • Once added, press the Save button to save the record. 
  • If you wish to view any inactive patient records, press the Search button on the Patients Details screen.


  • The following screen will be displayed:


  • Select the Include inactive patients records checkbox to display inactive patient records.



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