Archived patients

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  • Updated 3 years ago
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Is there a way of distinguishing between an archived patient and a previous client that is now deceased when running a patient search? I have seen another practice management program that puts a line through the name when they are marked deceased?
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Paul Bramley

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Posted 3 years ago

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Joyaa Antares

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When a client deceases, we add a tracking category "deceased" against their name. When we do a mailout (a rare event for us) we make sure we don't post to those tracked as "deceased". Does this help?
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Steven, Business Care

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Hi Paul

Welcome to the Community. 

Currently no, but we are happy to take feedback on whether more of our users would find this feature useful. We recommend the archive patient function is used with patients who are not returning to the practice, including deceased patients.
 
We are aware of some practices that archive all patients except those in current treatment. We have found archiving patients to this degree has minimal advantages and often leads to more work from your admin staff.
 
Front Desk does include powerful patient tracking functionality, which allows you to create your own custom tracking categories for either clinical or marketing purposes. This could include additional categories such as ‘Do Not Contact’ and Deceased’.



Once set up, patients can be added to the tracking category from the Tracking tab of their patient file.



Most of the reports in Front Desk include a tracking category filter at the bottom, where you can include or exclude patients who meet this criteria. For example when attempting a mail out or email campaign you could choose to exclude all patients that have a category of ‘Do Not Contact’ or ‘Deceased’.

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Paul Bramley

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Thanks for the info. We currently use the tracking facility, but felt having a line through the patients name when doing a patient search would be a quick way of seeing if the patient is deceased without having to click on the patients name and opening their chart/file. We are still in a transition phase of going paperless and still have paper charts archived out the back of the clinic which we have to retrieve from our archived & deceased sections. Thanks Paul