Clients, referral sources, and insurance company names can be removed form lists by making them inactive when you're no longer using them. Users can be made inactive only with the Administrative logon.
Patients/Clients
Make Inactive for Selected Patient, User, Referral Source, or Insurance Co.
| • | First, from the View menu go to the window that contains the list - Patients, Insurance, Referrals or, with the Administrative logon, Users. |
| • | Select the name from the list. |
| • | From the Patient, User, Referral Source, or Insurance Cos menu, or from the right mouse pop-up menu, select Make Inactive. |
When you make a name inactive, it's removed from the active list without deleting it or its associated information. Inactive items are still accessible in inactive lists. You can make an inactive item active again at any time.
To view inactive lists: Click Show inactive... on the Tasks side menu bar. You may need to refresh the list by clicking back and forth from inactive to active and back for the name to appear in the inactive list. Inactive names are not included when printing lists and labels.
Make Active
In the Patient, Referral Source, or Insurance window, as well as the User window when logged on as the Administrator:
| • | Click Show inactive... on the Tasks side menu bar to display the inactive list. |
| • | Select the name from the list |
| • | From the menu for patient, user, referral, or ins. co., or from right mouse menu select Make Active. |
Refresh the list if necessary by clicking back and forth between the active and inactive lists.
With the Administrative logon, you can generate a list of clients with no activity from the date you specify, and make them all inactive in the Modify Active Status window..
See Also