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Improvement
2 months ago

Inactivate Patient Dialog Pop-Up

We’ve enhanced patient status management by introducing the ability to schedule when a patient will be marked inactive. When updating a patient’s status in Patient Details, users can now select 'Mark Inactive On Date Set' to designate a future inactivation date.

This update supports compliance with dismissal policies and transfer-of-care regulations by allowing practices to align inactivation with required notice periods. It also provides time to collect outstanding balances and send dismissal or records-transfer letters—without having to manually revisit the patient record later. Simply set the date and the system will handle the rest, helping reduce administrative oversight and streamline front-office workflows.