Deleting or Deactivating Accounts

To delete an account:

  1. Select List > Account. The Account List Window is displayed.

  2. Select the account and click Delete. The Delete Account or Patient Wizard window is displayed.

  3. Select Delete Account/Patient. A confirmation message is displayed. Click Yes. A message asks you to print an Account Detail report. To print the report, click Yes.

To mark an account record inactive:

  1. Select List > Account. The Account List window is displayed.

  2. Double-click the record. The record is displayed in the Account window.

  3. Select Inactive.

  4. Click OK. A message is displayed.

  5. To mark all patients assigned to the account inactive, click Yes.

    To maintain current patient statuses, click No.

  6. Click Close.

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