In the Clients & Patients view, find the client you want to edit or delete.

Edit Client Information

On the client page, select the pen icon 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.

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 department. You also need Administrator permissions to perform this action.

On the client page, select the pen icon next to the Client details section title.
Select Forget client in the bottom left corner of the page.

NOTE! The client's data is permanently deleted, including the data of their connected patients. If you need to keep patient data, archive the patients or transfer them to another client.
On the Forget client page, select the Confirm deletion checkbox (a) 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.

Edit or Delete a Client

Edit Client Information

Delete a Client

See Also

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