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 needing 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.