Marking a client as Discharged will remove them from your Client List when filtering for “Active” clients and will also remove them from the Unscheduled Visit report.
Similarly, marking a client as Deceased will do the same, and will also automatically set them to “Do Not Email” so they won’t receive any emails from Jane or appear on your Marketing List.
You can do this from the patient’s profile.
Make your way to their profile either through the slideout from their appointment or head to Patients, select the Patient’s Name on the left, and hit Edit/Settings.
Scroll down to the section right after the Phone Numbers & Address area, check on/turn on the Discharged or Deceased checkbox as appropriate, and hit Save.
Reactivating a Patient Profile:
If a patient returns for another course of treatment, or they were marked as discharged by accident, you can reverse this! Since all the client profiles are stored in a general pool, you’ll still be able to search for them under the Patients tab.
Once you pull up their profile, they’ll have a Discharged tag that looks like this:
Within the client’s profile, you’ll want to make sure to click on Edit/Settings and then scroll down and uncheck the Discharged checkbox.
Make sure to hit Save to confirm those changes and you’re all set! You can also change the patient’s status within their Charts area. Within the chart, you’ll want to click on the person icon and then select Discharged (Reactivate).
Additional Notes:
Can I archive a patient or client that I no longer see?
You can Mark a Client Profile as Discharged to remove them from your Active Patients list and the Unscheduled Patients Report to “archive” them. Note that this does not hide their patient profile or archive them in a traditional sense.
If the client profile has no information or data attached to it (i.e. no charts, appointment history, billing history, etc), you can Delete a Patient Profile instead, if you need to.
Is there a way to ban a patient/client from booking in appointments?
While there isn’t a direct way to ban a patient (since they’ll have the ability to create another profile) you can mark their profile as discharged and disable their online booking.
If you suspect a patient is using a Jane booking site maliciously, either by booking a sizeable number of fake appointments or is using inappropriate language on those bookings, you can reach out out our privacy and security team at [email protected].