Help Center Membership Management: Patients and memberships Patient status: active / inactive (Clinic Manager and Membership Management)
Patient status: active / inactive (Clinic Manager and Membership Management)
On a patient's page, next to the membership pills: Set inactive (people who can edit patient details). A prompt asks for an optional reason. An inactive patient shows an Inactive pill, leaves every dashboard queue, alert, follow-up list, refill reminder and automatic task, and is not archived: their record, notes, orders and history stay as they are. Set active brings them back into whatever follow-ups and refill reminders apply to them. A member's membership status (the EMR's truth) is not changed by this. The Patients page offers an Inactive view.
