The following information provides instructions on how to manage a patient's file that is inactive. Before processing a patient as inactive, we recommend you ensure the patient's accounting balance is zero and all recalls are removed. If your office is waiting for payment on an insurance claim, create a task to remind yourself to process the patient as inactive after the claim is paid.
- Access Admin > Patient Management > Search > search for patient.
- Click the deactivate icon for the patient to mark as inactive. Note: A success message displays.