The following information provides instructions on how to manage a patient's file that is deceased. Before processing a patient as deceased, 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 deceased after the claim is paid.
- Access Admin > Patient Management > Search > search for patient.
- Click 'Deceased.'
- In the Decease Patient modal, indicate the Date of Death. Note: This is not required.
- Click 'Save.'