Before deleting a patient's Intake, ensure all related patient records are deleted first, including but not limited to:
- Documents
- Appointments
- OASIS assessments
- Claims
- Authorizations
- Communications
- Plan of Care
- Status records
Steps:
- Verify that all above records are removed from the patient's chart.
- Once all associated records are deleted, proceed to delete the patient's Intake.
Tip: When in patient chart, start from Claims tab and work your way backwards. (Claims, Ledger, Schedule, Clinical/Cases, Intake)
This FAQ was generated based on Synergy AI/EMR App Version 7.0.38.36159 and Dashboards Version: 7.0.38.14741
Important: The information in this FAQ is based on the software version available at the time of publication and is subject to change. Please use the software responsibly. HealthCare Synergy is not liable for any issues resulting from outdated or incorrect use of this information.
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