How to use the Patient Cleanup feature

  • Updated

Automate patient profile inactivation based on activity.
Utilize this scheduled tool that can keep your active patient list up-to-date.


Enable this tool's automation and set your preferred number of days
in Settings > General  > Patients


At 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.

Note: Inactivity is based on having no scheduled appointments, no receivables and
the profile not having been created within that set number of days. 

Alternatively, 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.

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