A patient file can be marked as inactive where the patient has not attended the practice for an extended period, or has finished their treatment at the practice. Marking a patient as inactive will hide them in the search menu at the top of PracSuite. Further, inactive patients can also be 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 option to mark the patient as Deceased.

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.