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Block or delete a patient

Stop bookings, or permanently remove a record.

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Both actions are in the Actions menu on the patient card. Blocking can be reversed, but deleting cannot.

Block a patient

  • Click Actions, then Block Client.

  • Read the message and click Block client to confirm.

The patient can no longer book online or in the clinic, and the status on the card reads Blocked. They can still sign in to the portal, and none of their data is removed. To reverse it, choose Unblock Client from the same menu.

Delete a patient

  • Click Actions, then Delete client.

  • Review the list of records that will be removed.

  • Type DELETE in the box, then click Delete client.

Deleting permanently removes the patient and their records. If you only want them out of your active list, deactivate them instead.

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