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Automate archiving and inactivating patients

Allow the user to archive or inactivate multiple patients at one time, according to specific parameters. For example: by billing type, by primary provider, by insurance plan, by last visit date, etc. Should list patients first for the user to remove any from the list to be archived or inactivated.

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    My Voice AdministratorAdminMy Voice Administrator (Admin, DENTRIX) shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →
    LaDonnaLaDonna shared a merged idea: Add the ability to inactivate patients who haven't been in for a specific #of yrs from pt list.  ·   ·  Show description
    AnonymousAnonymous shared a merged idea: archive  ·   ·  Show description
    AmieAmie shared a merged idea: Automatically "Inactivate" a patient who has not been seen in 18 months  ·   ·  Show description
    PhyllisPhyllis shared a merged idea: Archiving several inactive patients at once.  ·   ·  Show description

    6 comments

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      • missymissy commented  ·   ·  Flag as inappropriate

        It would be really cool if we could archive certain patients using something similar to report filters. The one at a time thing is really time consuming

      • daviddavid commented  ·   ·  Flag as inappropriate

        I'd like a way to archive all patients before a certain date and clean up the data base that way.

      • CathyCathy commented  ·   ·  Flag as inappropriate

        Also would like to view patient ledger without having to reactivate patient... keep them archived and be able to see when they were last in etc... And I agree that auto archiving could be messy but would like it to clear out continuing care etc, that would be nice

      • Jennifer AlexanderJennifer Alexander commented  ·   ·  Flag as inappropriate

        I love this suggestion, but I see a couple of issues for auto-archiving when the patient has other family members. Sometimes the other family members are non-patients, listed only for insurance or billing reasons (in which case they should be archived too, but wouldn't show up as inactive patients), and sometimes the other famiy members are active patients who should not be archived. Also you can only archive a H-of-H if all other family members are archived. Auto-inactivating, however, seems like it would be do-able.

      • ReneRene commented  ·   ·  Flag as inappropriate

        This would be great. Also if they are inactivated, clear any continuing care status, empoyer and insurance information if balance is zero so we can start fresh if the patient returns

      Enhancement Requests: Family File

      Knowledge Base and Helpdesk

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