Edit or Delete a Client

You can edit client information and delete clients and patients in the Clients & Patients view. See how to find the clients.

Edit Client Information

On the client page, select the pen button next to the Client details section title. Note that you can also edit many of the fields directly: just click on the field to enter editing mode. For more information about client details, see Create a New Client.

Delete a Client

Depending on the organisation settings, you may only be able to delete a client when editing the client in the client's home clinic location. You also need Administrator permissions to perform this action. Before proceeding with the deletion, ensure that there are no legal obligations under your local laws to keep the client's information.

Note

When deleting a client, all of the client’s data is permanently deleted, including the data of any connected patients. If you need to keep patient data, archive the patients or transfer them to another client beforehand.

  1. On the client page, select the pen button next to the Client details section title.

  2. Select Delete client in the bottom left corner of the page.

  3. On the Delete client page, select the Confirm deletion checkbox and then select Delete.

Note that a Consultation data retention period and/or an Invoice data retention period may have been set in the organisation settings to prevent accidental data loss. In this case, you cannot delete the client until the retention period has passed for the client's data.

Updated

Was this article helpful?

0 out of 1 found this helpful

Have more questions? Submit a request

Comments

1 comment

  • Comment author
    John Tilley

    We don't have the button “Forget client” on our client details page. How can we delete clients? 

    0

Please sign in to leave a comment.