Change Patient Status

By default, each patient is automatically assigned an ACTIVE status when added to the application. However, you may need to update this status from time to time. For instance, if a patient has been terminated from the practice, has moved, or is deceased, you can update their status accordingly on the Demographics screen. 

You can select any of these statuses:

• Active
• Deceased
• Terminated from Practice
• Moved Residence
• Other
• Changed Physician
• Patient Archived
• Drug Abuse
• New Patient - No Show

These patient statuses will be visible when searching for a patient.  The status column will reflect the status (see below):

Permissions:

You may not have the necessary permissions to perform this function. If access has been restricted by an administrator, please reach out to them to update your role to one that includes this functionality. 

Steps to Change Status:

1. Search for and Select the patient from the home screen.
2. When the patient's chart opens, click the Demographics tab on the left, then click EDIT:

3. The demographics window will open, where you can edit the Patient status.  When complete, click SAVE, and the changes will update the patient record. 

You can also remove a patient from search results by clicking the designated slider. Once activated, the patient will no longer appear in standard search results. To locate the patient again, you’ll need to perform an Advanced Search and include archived patients.

Please note: This slider becomes available only after the patient’s status has been changed to Archived.

Delete/Remove Patients

Patient records cannot be permanently deleted once they’ve been added to the application. However, you can update the Patient Status and/or remove the patient from search results.

Removing a patient from search results means they will no longer appear in standard searches, but the record still exists in the system. To locate the patient again, you’ll need to adjust the search filters to include inactive patients.

If duplicate patient records have been created, you can use the Merge function to consolidate them.

Permissions:

You may not have the necessary permissions to perform this function. If access has been restricted by an administrator, please reach out to them to update your role to one that includes this functionality.

How to remove a patient from search results:

1. Search for and Select the patient from the home screen.
2. When the patient's chart opens, click the Demographics tab on the left, then click EDIT:
    
3. To remove a patient from patient search results, the patient will first need to be under the status of "Patient Archived". Then you can slide the "Remove patient from search results" slider to the right to do this. When complete, click SAVE, and the changes will update the patient record.