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Resetting the Test Patient Profile

  1. Patient Profiles
  2. Resetting the Test Patient Profile

    3. 2 min read
Staff Access Level: Practitioner / Front Desk access and above
Jane Plan: All plans
Add-on Required: No
Geography: Available in: All Geographies 🌐

Getting Started

Before you get started, make sure you have the following set up:

Instructions

To clear out test data and start Ted Test's profile fresh, reset the Test Patient profile. Once complete, Ted Test's profile is empty and Jane generates a new password.

📣 Heads up: Resetting Ted Test permanently deletes all data tied to the profile. This can't be undone.

  1. Go to Settings > Test Patient.
  2. In the Resetting Ted Test section, click Reset Ted Test.
  3. In the confirmation pop-up, click Reset Ted Test to confirm.

The Account information section of the Test Patient page with the Reset Ted Test button at the bottom.

What to Expect

Ted Test's profile is cleared of all appointments, charts, and other test data, and starts as an empty profile. Jane generates a new password, which appears in the Account information section on the Test Patient settings page. The username stays the same.

Important Notes

Resetting the profile does not disable the Test Patient feature. Ted Test's profile stays enabled with a clean slate and a new password.

That's everything you need to give Ted Test a fresh start.

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