Make a Patient Inactive
Make a Patient Inactive
When a Patient is marked as Inactive, new Charges and Appointments cannot be added for that Patient. But, from a billing perspective, existing claims can be batched and sent, and statements will continue to be batched and sent if the Patient has a balance.
- In the Demographics panel on the Patient Dashboard, select Modify.
- To make the Patient inactive, deselect the Active box at the bottom of the Modify Patient screen.
- Select Save and Continue [F2].
- A Validation Warning will display.
- If Save & Continue is selected:
- All future Appointments will be canceled.
- If the Patient is re-activated, the Appointments will need to be manually rescheduled.
- The Patient will be cleared from the Reschedule Queue.
- All open Recalls will be deleted.
Results of Making a Patient Inactive
- The Patient will no longer display in the Patient look-up results unless the filter is set to Include Inactive Patients or Only Inactive Patients.
- The Patient will be marked as Inactive on the Patient Dashboard and on the Appointment screen.
- Select the Reactivate Patient link to make the Patient Active again.
- Future Appointments that were canceled can be seen in the Patient Appointments Panel on the Patient Dashboard.
