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Patient Management
Manage patient records and recalls.
Managing Patient Records
Add new patient records, deactivate or reactivate patient records, mark patient's as deceased, delete patient records and search for patient records using a patient's details.
Deactivate or Reactivate Patient Records
If the patient has not visited your practice for some time, you can make their patient record inactive.
To Flag a Patient as Inactive
Manually change a patient's status to deactivated or inactive.

Patient Management
Manage patient records and recalls.
- Managing Patient Records
  Add new patient records, deactivate or reactivate patient records, mark patient's as deceased, delete patient records and search for patient records using a patient's details.
  - Search for Patient Records
    Open or search for an existing patient's records by their demographic or financial details.
  - Add New Patient Records
    When a new patient joins your health service, create a new patient record.
  - Edit Patient Records
    If required, update an existing patient's demographic details such as name, address, contact details, medicare number and so on.
  - Deactivate or Reactivate Patient Records
    If the patient has not visited your practice for some time, you can make their patient record inactive.
    - To Flag a Patient as Inactive
      Manually change a patient's status to deactivated or inactive.
  - Duplicate Patient Records
    You can merge duplicate patient records.
  - Deceased Patients
    When a patient dies, record the date of death details.
  - Delete Patient Record
    If a patient record has no historical data, it can be permanently deleted from the Bluechip database.
- Recalls
  A Recall is a reminder given to a patient to remind them that they are due for a visit.

To Flag a Patient as Inactive

Manually change a patient's status to deactivated or inactive.

Before you begin

Note:

If you choose not to delete their record at this time, you will be prompted to do it later. Alternatively, to delete the patient record permanently, select BC Tools > Utilities > Delete Patient Records Wizard. For more information, see Delete Multiple Patient Records.

About this task

Update the status to inactive in the Patient Details panel.

Procedure

To set a patient record to inactive:

Open the patient's record.
If required, from the left pane, select the Patient Details tab.
From the Status list, select Inactive.
If required, to delete the patient record permanently and if the patient has no historical data in Bluechip and click Yes. Otherwise, click No.
Click Save at the top.

Results

An inactive patient record is indicated in red text in the Open panel.
Inactive patient record window