How do I delete or deactivate a patient?

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  • Is there any way we can UNshow the deactivated patient so we don't keep clicking on the wrong one?
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  • Can I delete a patient?
    There isn't a way to delete a patient once they've been created. However, you can deactivate the patient which will effectively remove them from your list of patients.

    How do I deactivate a patient?
    To deactivate a patient, open the patient chart and select the Basic link on the left-hand side. Click the Edit button, uncheck the "Active patient" box at the top and click the Save button.



    How do I view inactive patients?
    If you wish to see your list of inactive patients you can check the 'show inactive patients' box when searching for patients in the system.
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  • This reply was created from a merged topic originally titled
    Deleting extraneous stuff.


    how do I delete the test patients from training? and how can I just have soap not pop up rather than the other note options. as a psychiatrist, those other notes are irrelevant.
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  • Hi Joanne, there isn't a way to delete a test patient. However, you can deactivate the patient which will remove them from your list of patients.

    Regarding Simple Notes, there are 5 standard types that cannot be removed from the list.



    However, any administrator can add or remove other types at any time in the Settings section. You can view detailed information on this process here.
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  • I’m frustrated
    So what happens if you have a patient who decides they do not want their information online? I have attempted to delete the chart due to the patient's privacy wishes, but there is no option. I have attempted to delete all documentation, but you cannot delete uploaded documents designated as "referrals", which still contain patient information. There has to be a way to eradicate this information as it goes against the patient's wishes to have it remain uploaded.
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  • I’m amazed at the variety of problem we all encounter. PF has solution all these and some!
    There is away probably easy, but why a months without any input... You can rename that patient with a unique prefixing characters and the pt will fall to the bottom of the list e.g. zzzpatientname..

    PF PF PF we need to have a Preambling guideline at the outset for the first patient visit contact and explaining the routine and getting authorization and such in work flow; need for revocations as in above will remain so a process of defined procedure be instituted instead of an offered workaround which may not show say in PHR but still the desire is not fulfilled till a record conditionally disappearing for anyone searching ( this is patient'e fear and desire.. we seem to take it as given that this doesn't matter or such thoughts should not even enter our endeavor here.) and reappearing when needed... I don't know but when a problem is defined by patient desire, patient comes first.
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