How to inactivate a client

The best practice is to remove a client from the list is to inactivate their account.  If you try to delete a client that has notes, appointments, outcome measures, or signed notes you will need to inactivate as it will not allow you to delete.

Please note:  If you need to purge data due to State and Federal regulations, please contact Sales at 800-850-8510 and ask about the purge tool.  Fee required.  

Log into QuicDoc using an Admin account

Make sure you are on the active Client list

Select the patient

Under the Tasks, select Modify Patient information

Un-check the box next to Active

When you make a name inactive, it's removed from the active list without deleting it or its associated information. Inactive items are still accessible in inactive lists. You can make an inactive item active again at any time. 

To review inactive list: 

On the left side menu, under Tasks, click on Show inactive patients

Refresh the list if necessary by clicking back and forth between the active and inactive lists.