Under the status menu in the family file. I think there should be other options.
Inactive-Pt Unhappy/Switched Dentist
Pt on Hold- Getting new Ins/Job
This would make it easier for tracking.
We created "codes" in our Procedure Category "Other" so those types of things are posted to the ledger when a pt leaves the practice.
Michael Armijo commented
I agree with your post. We created procedure codes for the items you mentioned under 'other' and when I look at the monthly and yearly production per procedure code, I can at least see how many we inactivated because of ins change, moved, etc. I know it does not help in the family file :(
Antigo Dental Clinic commented
Our go around for this issue is we make fake accounts under "Referred to" 1. Transferred to another dental office; 2. Relocated out of area; 3. Miss You Letter; 4. Dismissal Letter. This way when we inactivate patients, we pick a "Referred to" to mark reasoning. Really easy to run "Referred to" report and see list of patients who transferred, relocated, etc. Make sure to put #'s if front of reasoning when creating because then these options are always listed on top of "referred to" list to chose from. Hope this makes sense.