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
- 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.'
Patient Marked as Deceased in Error
- Access Admin > Patient Management > Search.
- Click 'Inactive' and search for the patient.
- Click the green checkmark icon to activate.
Find Patient's File for Deceased Patient
- Access Patients > Advanced Search.
- Click 'Inactive' and search for the patient.