Deceased Patient

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.

Instructions

Mark Patient as Deceased

1. Access Admin > Patient Management > Search > search for patient.
2. Click 'Deceased.'
3. In the Decease Patient modal, indicate the Date of Death. Note: This is not required.
4. Click 'Save.'

Patient Marked as Deceased in Error

1. Access Admin > Patient Management > Search.
2. Click 'Inactive' and search for the patient.
3. Click the green checkmark icon to activate.

Find Patient's File for Deceased Patient

1. Access Patients > Advanced Search.
2. Click 'Inactive' and search for the patient.