Why Use This Function:

Marking a Patient as Inactive on a file means they are no longer linked to that file. This could be due to reasons such as death, switching to independent medical aid, or a change in marital status (e.g., divorce). Setting this status helps ensure the Patient isn’t billed incorrectly and no longer has access to information they’re not authorised to receive.

• This user manual will start on the Debtors screen.

• For more information on the Debtor screen, refer to the user manual: Debtor List Screen - Navigation and Use.

• Click on the Search Bar.

• Enter the name of the relevant Debtor you wish to mark as Inactive into the search bar.

• Click on the correct Debtor from the list of Debtors that appear.

• The Debtor sidebar will open.

• For more information on the Debtor Detail screen, refer to the user manual: How to Create a New Debtor.

• Click on the Debtor Edit button.

• The Debtor Details screen will open.

• Select the correct Patient to make Inactive.

• Click on the Trashcan button.

• An Attention! Pop-up will appear.

• Click on the Select an Option drop-down menu.

• Select the reason why you would like to make the Patient Inactive.

• Click the OK button to save the changes made.

• The Patient will now show as Inactive on the Debtor's file.