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Deleting and restoring patients

You are able to mark patients as deleted, and restore them at a later date if needed.

Deleting a patient in the CRM​

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  1. To begin, from any module within Apotec CRM, type the patient's surname into the Search bar and press [Enter] on the keyboard. Highlight the patient in the search results.
  2. Select the [View Patient - F3] button. The patient's CRM opens.

Patient CRM

  1. Select any of the [...] buttons found within the Patient Details, Contact Details, Prescribing Organisation or Notes sections to open the patient details form.

Patient Details Form

  1. Navigate to the Profile tab, and toggle the Deleted Patient switch to Yes to mark the patient as deleted.

Patient Details Form

Note

All Deleted patients will be displayed with an Deleted badge.

Patient details form

Restoring a patient in the CRM​

Learn how to restore deleted patients.

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  1. To begin, select Patients from the left-nav.
  2. Toggle the Show deleted switch to Yes to include all Deleted patients in your search. Type the patient's surname into the Search bar and press [Enter] on the keyboard.

Search Results

  1. Highlight the patient in the search results. The patient preview opens.

Patient Highlighted

  1. Select the [View Patient - F3] button.
  2. Select any of the [...] buttons found within the Patient Details, Contact Details, Prescribing Organisation or Notes sections to open the patient details form.

Patient Details Form

  1. Navigate to the Profile tab.

Patient Details Form

  1. Toggle the Deleted Patient switch to No. The Deleted badge is removed, and a snackbar displays confirming your patient record has been updated successfully.

Patient details form