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. A 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.



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