A clinic might want to hide an inactive Patient to keep its list organized and focused on current Patient care.
Hiding Inactive Patients
Follow these steps to hide an inactive Patient.
- Navigate to the Patient's Profile.
- Click the Three dots to the right of the Patient's name.
- Click Hide.
Important Note: You can search for a Patient at any time, and the search will include hidden patients. When a clinic marks a Patient as hidden, this will not prevent them from booking online.
Showing Hidden Patients
If you've previously hidden a Patient and want to show them again, follow these steps.
- Click Search in the main navigation.
- Search for the Patient and go to their Profile.
- Click the Three dots to the right of the Patient's name.
- Click Show.
Comments
5 comments
If I archive a patient will their information still be on my client list when I download it?
Yes, all patients including archived patients are included in the export.
is there a faster way to hide multiple clients at a time?
No, there is no bulk hide feature.
It is cumbersome to have to click individually on the letter and then on each individual file... The system, once the client is hidden, kicks right back to the beginning of the client list. Is there a way to at least stay in the letter of the files in which you're working? If so, how?!? I suppose a bulk hide feature is not needed if the business is on top of all record keeping as clients come in.
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