Delete a Patient or a Person

Delete a Patient or a Person


Delete a Patient

If a Patient was registered by mistake, the Patient can be deleted if Charges or Payments do not exist on the Patient.


  • This process cannot be reversed.


  1. From the Admin Dashboard, click Delete Patient.



  1. Use the Lookup icon to find the Patient.
  2. Click Save [F2].



  1. Validation Warning will display.
  2. Click Save & Continue if you still want to delete the Patient.


Delete a Person

A Person is someone that has not been registered as a Patient. A Person can be a Guarantor, Policy Holder, or a Contact and can be deleted under certain circumstances.


  1. From Admin on the Left Side Menu, select the Delete Person button.



  1. Select the checkbox for Include Non-Patients.
  2. Search for the Person.
  3. Select the Person.



  1. Select Save [F2].




Reasons a Person cannot be Deleted

  • The Person is attached to a Patient as a Guarantor.
  • The Guarantor must be deleted from the Patient and from the System before the Person can be deleted.
  • The Person is attached to an Insurance Profile.
  • The Person must be removed as the Insured.


    • Related Articles

    • Patient Note Panel

      Patient Note Panel Types of Notes Alert: An alert displays as a pop-up on the selected screen that must be closed to proceed. Billing Note: A Billing Note displays in the Note Panel on the Patient and/or the Encounter Dashboard. Contact Log: Use the ...
    • Patient Dashboard: Guarantors Panel

      Patient Dashboard: Guarantors Panel Guarantor A Guarantor is the person/entity who is financially responsible for this Patient and would receive a statement/invoice for services rendered. Guarantor Panel on the Patient Dashboard Guarantor's Name and ...
    • Global Patient Search

      Billing services often have multiple Databases where the same Patients are seen, or when patients call, they do not know the Practice or Provider name. To make the search more efficient, the Global Search checkbox can be used to search for ...
    • Patient FAQs

      Patient FAQs Alert/Header How do I remove an Alert or Header? Cases How do I add a Case? Charges How do I post a new Charge? Debit/Credit Cards: How do I add a Debit/Credit Card? Deceased How do I indicate that a Patient is deceased? How do I ...
    • Patient Appointment Panel on the Patient Dashboard

      Patient Appointment Panel on the Patient Dashboard The Patient Appointment Panel, by default, only shows a few Appointments. To see all Appointments that have been scheduled for a Patient, select the Plus symbol (+). The Appointments are listed in ...