Deactivating and Deleting Offices

You can delete an office from the software only if it is not associated with any patients or charges. Any patients or charges must be reassigned to another office using the Office Activation and Assignment Utility.

To deactivate an office and reassign the associated patents and charges:

  1. Select Utilities > Office Activation/Assignment. The Office Activation and Assignment Utility window is displayed.

  2. Under Deactivate and Reassign Office, select an office from the list. The address and phone number are displayed.

  3. Under Activate and Assign Office, select the office to which you want the records assigned. The address and phone number are displayed.

  4. Click Process.

To delete offices:

  1. Select Tables > Practice > Offices. The Office Search window is displayed.

  2. Click Display All.

  3. Select the office you want to delete and click Delete. A message is displayed, asking you to confirm the action.

  4. Click Yes.