Beginning in version 10.0, PracticeWorks enables you to completely delete a patient's record.
The patient must have an Inactive status, with a zero balance and no outstanding transactions. (Active checkbox is on the bottom of the patient's Clipboard.)
When the deleted patient is not their own Responsible Party (RP), the RP's ledger still lists the transactions, but the patient's name is deleted.
The Audit Log records patient deletions, as well as deletions that are cancelled before being confirmed.
Once a patient record is deleted, it cannot be retrieved.
To delete an inactive patient:
Select Lists > People. The Person Pick List is displayed.
Under People to include, select Show inactive.
If the patient has an Active status, use the Show active filter, and deselect the Active Checkbox on the bottom of the Clipboard.
Select the patient and click Edit. The Clipboard is displayed.
Click Permanently Delete this Person. A verification message is displayed confirming the patient's date of birth and last visit date. Verify that this is the patient you want to delete.
Click OK. The patient's record and images are permanently removed, and the action is entered into the Audit Log.
If you click Cancel from the verification message, an entry is made in the Audit Log indicated the deletion was started and canceled.