If your practice no longer sees a patient, an administrator can deactivate their account. Deactivating a patient will cancel all scheduled surveys, manually requested surveys, and monitoring enrollments.
Patients can also be deleted from the platform, which will remove the patient and all related data.
Deactivating Patients
Follow the steps below to deactivate the patient:
- Go to Setup.
- Click Patients.
- Locate the patient or click Search to find the patient using different criteria.
- Click View.
- Click Deactivate.
- Click Confirm to deactivate the patient.
Reactivating Patients
Follow the steps below to reactive the patient:
- Go to Setup.
- Click Patients.
- Click Search to locate the patient by name, email, patient ID, etc.
- Click Reactivate.
- Click Confirm.
Deleting Patients
Follow the steps below to delete the patient:
- Go to Setup.
- Click Patients.
- Locate the patient or click Search to find the patient using different criteria.
- Click View.
- Click Delete.
- Click Delete to confirm and remome the patient.