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.
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This process cannot be reversed.
- From the Admin Dashboard, click Delete Patient.
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- Use the Lookup icon to find the Patient.
- Click Save [F2].
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- A Validation Warning will display.
- Click Save & Continue if you still want to delete the Patient.
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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.
- From Admin on the Left Side Menu, select the Delete Person button.
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- Select the checkbox for Include Non-Patients.
- Search for the Person.
- Select the Person.
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- Select Save [F2].
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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.
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