Indicate a Patient is Deceased or Inactive

Indicate a Patient is Deceased or Inactive

Deceased or Inactive Patients

If a Patient is Deceased or Inactive, you can add the Date of Death (DOD) and mark the Patient as Inactive on the Modify Patient screen.

  1. From the Patient Demographics panel, select Modify.

  1. Add a date to the DOD (Date of Death) field.

  1. If you want to continue to see the Patient as Active, leave the Active box checked.
  • Uncheck Active at the bottom of the screen if you do not want the Patient to display in Patient/Guarantor Lookup.
  • You can still work Claims on the deceased Patient if the Active checkbox is deselected.
  1. Select Save [F2].

  1. A Validation Warning will display.
  2. If the Save & Continue button is selected:
  • All future Appointments will be cancelled.
  • If the Patient was marked deceased by accident, and you remove the Date of Death, the future Appointments that previously existed will need to be added manually.
  • The Patient will be cleared from the Reschedule Queue.
  • All open Recalls will be cancelled.
  • You are validating that you understand that this action cannot be undone.


Results of Entering a Deceased Date

  • When accessing the Patient Dashboard, a Header Message shows Patient Deceased (XX/XX/XXXX) and shows that the Patient is Inactive.

  • The future Appointments show Canceled in the Patient Appointments panel on the Patient Dashboard.






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