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pksaari79
First Molar I

New patient activiation

We do not use that feature and a new staff member had in another office. Without thinking, we activated the patient but not the account.  Now we have a patient without an assigned account.  He was able to be put in under the correct account but how do we delete this patient without an assigned account OR give him an account we can inactivate?  Since holding on support is now 2+ hours, I am hoping someone can advise.  I did run utlitilies and that did not correct it.  I heard run the dangling orphan report but I do not want to do that without help.  Please advise on this issue.

 

Thank you!!

Kay

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pksaari79
First Molar I

Wendy tried to help us with this but to no avail since we did not give the patient an account.  So that patient remains the purple color.

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I wonder if you could make a new account correctly and then transfer that patient record to the new account?  Then delete the patient record that is incorrect if everything transfers over.  

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Oops, sorry, I see that you cannot delete.  I hope this issue has been resolved for you.

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tshaw
Community Manager
Community Manager

@pksaari79 I apologize that your post was not answered. Were you able to get assistance with this? 

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