Deleting Patient Records

If you have access, follow the instructions below to delete a patient record from OfficeMate.

You cannot delete a patient's record if the patient has an open balance or an insurance balance, scheduled future appointment, an existing exam record in ExamWRITER, is a guarantor for another patient, or is the insured party for another patient.

If you do not want to delete the patient record, you can mark the record inactive by deselecting the Active check box in the Patient Demographic window. Deselecting this check box indicates that service to this patient has been discontinued.

  1. Open a patient record. For more information on opening a patient record, see To open patient records.
  2. Click Tasks on the OfficeMate Administration main window toolbar.
  3. Select Delete Patient.

    The Delete Warning window opens.

  4. Click Yes to delete the patient record from OfficeMate.
  5. If the patient has an open balance or has exams recorded in ExamWRITER, the Delete Patient Warning window opens because the patient record cannot be deleted. Select Yes to set the patient record as inactive.