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Deleting a Patient (archive)
Deleting a Patient (archive)

delete patients, archive patients

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

To remove a patient from your Hint account:

  1. Search for the patient who you would like to remove

  2. If they have an active membership, end it

  3. Make sure they do not have any outstanding invoices

  4. Click 'edit patient'

  5. Click 'Archive'

Note: You cannot archive a patient in the following situations:

  • If they have an uncollected balance

  • If they have an active membership

  • If they are actively linked to a company

To archive the patient, cancel any charges or mark them as bad debt, end any memberships, and unlink any companies.

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