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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Jul 9, 2019
Admin response
a great idea. I wish i had this right now.
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Any idea when this will actually be implemented?
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We need this right away. It shouldn't take us weeks of work if we just want to inactivate all patients that haven't been here in 2 or 3 years.
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I would really like this as an option. The parameter I would use would be last appointment date, maybe 7-10 years. It is just too tedious doing this one. patinet. at. a. time.
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I have been asking for this feature for years. We have close to 40K paitents in our database and I would love to be able to archive patients that haven't been in the office for over a certain amount of time (like 5 or 10 years or something like that.)
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