Setting Up Patients

Deleting Patients

• Only employees with the appropriate security rights (typically front desk users or office managers) can delete patient records.

To delete a patient record:

1. Select an option:

2. From the List menu:Select Patient. The Patient List window is displayed.

3. In the Power Bar:Select Patient List Window. The Patient List window is displayed.

4. In the Account List or Account window:Select Patients from the Options section of the Express bar or the Options menu. A Patient List window containing all of the patients associated with the account is displayed.

5. In the InOffice window:Select Patient from the Options section of the Express bar or the Options menu. The Patient List window is displayed.

6. In any window:Press Ctrl + O. The Patient List window is displayed.

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

3. Select an option:

4. To deactivate the patient record:Select Mark Account/Patient Inactive and click OK. The patient is inactive. I is displayed in the patient record.

5. To delete the patient:Select Delete Account/Patient and click OK. A message that asks you whether to print the patient details is displayed. To print the details and transactions, click Yes. The details are printed. A message that informs you of the patient balance and asks you to confirm the deletion of the patient record, details, and transactions is displayed. To delete the patient and transactions, click Yes.

Data stored in a deleted patient record is not maintained in the database. You can recover this data only from backup tapes or files. When you delete a patient record, an audit trail entry is created. The name of the user who deleted the record is recorded.