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Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
Adding, Editing, and Deleting Patients
You can add and edit patient records to keep your patient database up-to-date.
Inactive, Deceased, or Deleted Patients
Mark patients as deceased or their records as inactive or deleted.
Deceased Patients
When a patient dies, mark them as deceased in their patient record.

Patient Management
Search for patient records, create new patient records, update patient details and delete patient records.
- Patient Database
  The Patient Database lists the records of all active, inactive, and deceased patients.
- Adding, Editing, and Deleting Patients
  You can add and edit patient records to keep your patient database up-to-date.
  - Adding a Single Patient Record
    Use the Patient Details window to add a patient record.
  - Adding a Multiple-Member Family
    Add patient records for families to Clinical.
  - Adding a Patient to an Existing Family
    Add another family member to an existing family from the Clinical front screen.
  - Adding a Patient to an Existing Family via the Patient Database
    Add another family member to an existing family from the Patient Database.
  - Validate Patient IHI Number for PIP
    Check the patient's IHI number is set up correctly for the Practice Incentive Program eHealth Incentive.
  - Editing Patient Details
    Edit a patient's details.
  - Inactive, Deceased, or Deleted Patients
    Mark patients as deceased or their records as inactive or deleted.
    - Inactive Patients
      Mark a patient as inactive to hide their record from view and exclude them from searches.
    - Permanently Deleted Patients
    - Deceased Patients
      When a patient dies, mark them as deceased in their patient record.
- Merging Patients
  Merge duplicate patient records.
- Opening and Closing Patient Records
- Patient Photographic Identification
  Display patient photographs to assist you in identifying your patients, ensuring that you have opened the correct patient record.

Deceased Patients

When a patient dies, mark them as deceased in their patient record.

About this task

If a patient is marked as deceased, their clinical data is stored so it remains accessible but is hidden from view and from standard patient searches. Patients incorrectly marked as deceased can be reactivated with the Patient Reviver utility.

Procedure

To mark a patient as deceased:

From the Clinical main screen, either:
- Open the Select Patient from List window by clicking Patient > Open or pressing F2.
- Open the Patient Database by clicking Patient > List or pressing F10.
Select the patient you want to mark as deceased.
Press Delete.
In the Delete Patient window, click Mark as Deceased.
In the Deceased Patient window, check patient's name and date of birth to ensure this is the correct patient.
In the Date of Death field, enter the date when the patient died, or click the calendar and select the date.
Click OK.

Results

The patient record is marked as deceased and removed from the list.

What to do next

If the patient was marked as deceased incorrectly, use Patient Reviver to restore their record.