Make a Patient Inactive (New Medical Aid)

  • To make a Patient Inactive and Copy their File to a New Medical Aid when the Main Member are Deceased: 
    • From the Diary click on << Debtors List << select the Debtor << Options.
TAKE NOTE: You need to first COPY the Patient to their own debtor before changing the Inactive Status on the Deceased file.


    • Click on "Copy Debtor - New Medical Aid".


    • Make sure that "Copy Notebook" and "Mark OLD Debtor Discontinued" is selected. 
    • Click on OK.


    • Small pop up will show you the New Debtor Number.
    • Click OK.


  • After the Patient was copied to a New Debtor File, you can follow the steps to change the Main Member of the old file to Inactive - Deceased and change the Dependant to Inactive - Own Medical Aid:
    • Right-click on the Patient in the Dependent Input screen and choose to Change Inactive Status.


    • Choose the reason for the change, in this case, "Own Medical Aid" as the Main Member is Deceased.


    • Patients details will now be greyed out and be marked in red to show "Own Medical Aid".


  • Now follow the same steps with the Main Member:
    • Right-click on the Patient in the Dependent Input screen and choose to Change Inactive Status.


    • Choose the reason for the change, in this case, "Deceased".


    • Patients details will now be greyed out and be marked in red to show "Deceased".


  • The Patients that was made Inactive will also not be visible on the "Debtor" anymore. The file is "Discontinued"


TAKE NOTE: You need to go to the "New Debtor" that was created and update all the New details for the Debtor and complete "New Medical Aid" details.


    • Click on SAVE when done.

Last modified: Thursday, 21 May 2020, 1:49 PM