Automate patient profile inactivation based on activity.
When to Use This
- Use this tool to automatically keep your active patient list up-to-date.
Permissions
- Access to Settings > General
Contact your clinic administrator if you don't have the required access.
Instructions
- Go to Settings
- Under System & Company Settings, select General
- Click Patients
- Find Patient Cleanup Automation and select Yes
- Find Patient Cleanup Day Range and set your preferred number of days
- Click Save
Result
On the 1st of every month, this tool will scan through all of your patients
and deactivate those that had no activity in your system within the custom range.
Things to Know
- Inactivity is based on having no scheduled appointments, no receivables and
the profile not having been created within that set number of days. - You can also manually run this tool by navigating to the Patient Search
and selecting Patient Cleanup
| ⚠️Note: Only Level 2 Admins can view/perform a manual Patient Cleanup. |