Make a Patient Inactive (Deceased/Own Medical Aid/Duplicate File)
The purpose of making a patient inactive on a file is to indicate that the patient is no longer active on the specific file. This can be for various reasons example the Patient passed away, went onto their own Medical Aid or got Divorced. This will prevent the Doctor from billing the Patient incorrectly or to not share personal data when the patient is not supposed to have access to the specific file anymore.
How and Where to make a Patient Inactive:
- To make a Patient INACTIVE, from the Diary screen, navigate to the Debtor Input screen. There are two ways to get to the Debtor screen.
- Select the booking (if applicable) and click on the 'Debtor Edit' button on the Sidebar OR
- On the Diary Menu-bar, click on the 'Debtors' tab
- Select the Debtor that you want to edit and click on the 'Debtor Edit' button on the Sidebar
- The Dependent Input Screen will open.
- Under Patients, in the top right corner >> Select the Patient you want to make Inactive on this debtor file (see the top right corner of the screen) >> Under the Actions column >> Click on the RED DUSTBIN button.
- An attention pop up will appear >> Select the reason for making the Patient Inactive:
- Deceased: the patient passed away
- Own Medical Aid: the patient moved over to their own medical aid/the file is a duplicate file OR the patient got divorced
TAKE NOTE: We will add more appropriate options to this list to make it easier to indicate why the patient was made Inactive on the file.
- Click OK to save the changes that you have just made.
- The patient will now reflect as INACTIVE on the Patient Input Screen.
TAKE NOTE: If you want to make the patient ACTIVE again >> you can simply click on the GREEN CORRECTION MARK button next to the 'INACTIVE' status. This will immediately Activate the patient again.
- Click on 'Save' in the bottom right corner to save the changes that were made on this debtor file.
