How do I make patients' records inactive?

If patients have not had an appointment for a long time, or are leaving the practice, you can mark them with an 'Inactive' status. This does the following:

• Retains their records without removing them,
• Enters a specified reason code on each patient’s details tab,
• Marks their surname and Patient Code with an asterisk (*) so they may easily be excluded from mailing lists, automatic appointment reminders, and various reports.

To make Patient records inactive

Single Patient

If you have only a few records to mark, you can simply open a patient's details and at the bottom left of the window, click in the checkbox next to the "Inactive" field to place a tick in it. You may also choose a reason code as an explanation:

Multiple Patients

Run the "Change patients to inactive status" wizard. This 'Search and Change' option enables you to select all patients who have not attended appointments at the practice for a specified period of time, and change their status code from ‘Active’ to ‘Inactive’.