Marking a patient as inactive is an important administrative task that reflects changes in a patient's engagement with the practice, such as a lapse in appointments or a decision to seek care elsewhere. In this guide, we will explore the steps involved in marking a patient as inactive, including the criteria for doing so and the implications for both the practice and the patient’s record management.
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Mark a Patient as Inactive
Watch this video for a complete understanding.
To mark a patient as Inactive, here is what you need to do.
Perform the steps below.
Select the patient using the Global Search Bar.
On the Patient Overview,
-
Click on the Pencil icon.
- Enable the toggle for Mark Patient as Inactive.
- You will see a pop-up menu appear asking you to confirm your selection.
- Click on OK and the patient will be marked as Inactive.
Note: The patient's status cannot be changed to Inactive if the patient has outstanding balances, open claims, active payment plans, and/or future appointments. |
Touchpoints to View a Patient's Inactive Status
Explore this video for an in-depth walkthrough
To facilitate informed decision-making during Scheduling, Communication, Clinical Care, and RCM operations, users can view the inactive status of a patient in the following key areas:
Global Search Bar
Patient Snapshot > Account
Patient Overview > Account Summary & Family
Patient Top Card > Linked Account Members
Appointment Hover
Appointment slide-out > Linked Members
Practices can use this simple guide to effortlessly mark a patient as Inactive and learn where you can view the Inactive status in CareStack.