Delete a Patient/Client

Patients/Clients can only be deleted if they don't have any Clinical notes (draft or finalized) or invoices.  If a patient/client has a finalized note, you will need to contact us to revert it back to draft so you will be able to delete the note.  Once all the notes are deleted and there are no invoices, you will be able to delete the patient/client profile.

To delete a patient, follow these steps:

  1. Login as Admin or a Practitioner with Editing Patient Permissions.
  2. Click on the Patient's/Client's name
  3. Click the Black Triangle next to the Edit button
  4. Click Delete. 

Deleting a patient/client is permanent.

Have more questions? Submit a request

6 Comments

  • 0
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    Dr. Maia James-Tidwell DC

    I was trying to move an appointment and the clicked twice. This ended up too easily deleting the entire patient intake. not good.

    That was way too easy to delete all the patient info.

  • 3
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    Marissa Sternke

    I don't see any option under the drop down menu to delete a patient, was this removed. If so-- how do I delete a patient.

  • 0
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    Ryan

    Patients can only be deleted if they have no SOAP notes. Are you sure you don't have any SOAP notes for that patient?

  • 0
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    Nicole M. Andrews

    i also am unable to delete a client that has no soap note or even an intake form. there is not delete option on the drop down menu

     

  • 0
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    Rachel Pecora

    Is there a way to find deleted patient information?

  • 0
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    Ryan

    Rachel, no there is not.  Patient deletions are permanent.

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