Delete or Inactivate a Client

The application has an easy way to clean up your client list after a client has been discharged and their account balance is zero; you can inactivate their chart. All client information will remain in the system, but their name won't appear on various screens (i.e. when creating batch client statements).

Additionally, you will have the option to delete a client once they have been inactivated. This is only recommended if the client was added in error.

Important: Do not delete a client that has finalized sessions or payments attached. If you do, all documentation, payments, and claims will be removed.

Inactivate Client

1. Navigate to Clients > Clients List.
2. Locate the desired client and select the icon.
3. In the text box, enter INACTIVATE. 
4. Select Yes, Inactivate Client.

What happens when I inactivate a client?

• If you are integrated with WebPT, new sessions that a created will be hidden
• Any unconfirmed sessions will be deleted
• You will be unable to create insurance claims for the client
• You will be unable to enter payments for the client
• You will be unable to create a Client Balance Statement for the client

Delete/Reactivate/Open Chart

1. Navigate to Clients > Clients List.
2. In the search filters, check Show inactive clients.
3. Locate the desired client.
4. Select the corresponding button for what action you want to complete. 
   1. If you select Permanently Delete, a final warning will appear. Select Yes, Permanently Delete to remove the client from the system.                            

Note: If you delete a client and start new documentation in WebPT, the client will be recreated with a new Client Record Number.