A patient file can be marked as inactive when the patient has not attended the practice for an extended period, or has finished their treatment. Marking a patient as inactive will hide them from various search menus, including in the main Search box and when booking appointments. Further, inactive patients are also excluded by default from several PracSuite reports.
To mark a patient file as inactive, navigate to a Patient file and select the cog to the right of the patient name.
Select Mark Client as Inactive and click OK. If applicable, select the options to mark the patient as Deceased, Delete Future Appointments etc.
An Inactive label will be displayed at the top of the patient file.
To mark a patient as active, go the Client file and click the cog and select Mark Client as Active. The patient will then become active again.
