Patient Status Setter

In the Main Menu, click Tools, Misc Tools, Patient Status Setter.

The Patient Status Setter tool can be used to change the patient status of multiple patients at once. The tool filters active or inactive patients who have or have not had planned procedures, completed procedures, or appointments since a specified date. The patient status can also be set manually per patient in the Edit Patient Information.

Filters: This criteria determines which patients to change the patient status for. Click Create List to update results.

Patients to Convert: List of patients for currently selected criteria.

Select All: Click to select every patient in the list.

Deselect All: Click to deselect all the highlighted patients in the list.

Run: Click to change the status of the selected patients.

Close: Click to close window.

Changing the Patient Status

  1. To change active patients to inactive, select Active patients without. To change inactive patients to active, select Inactive patients with.
  2. Select Planned Procedures, Completed Procedures, and/or Appointments. At least one option must be selected.
  3. Select date range
  4. If using Clinics select desired clinic.
  5. Click Create List to view active or inactive patients that meet the filter criteria.
  6. Select one or more patients and click Run. Click Yes to change the status of the selected patients.
  7. When the tool has finished a confirmation window will open with a list of patients that were updated. Click Print to print the list or OK to close.