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Introducing the next phase of Sovica: the architecture for agentic care
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Edit or deactivate a patient

Update details, or take a record out of active use.

Table of Contents

Open the patient card and click the pencil beside DETAILS in the left panel. The Edit Client form opens with the current details filled in.

Update details

Change what you need and click Save. Fields with a small arrow in the DETAILS list, such as Gender and Salutation, can also be changed right there without opening the form.

Deactivate a patient

There is no separate archive action. In the Edit Client form, turn off the Active switch and click Save.

  • The status on the card changes to Inactive.

  • The patient moves to the Inactive tab on the Clients page, with the name shown in grey.

  • Their history stays on the record.

To bring someone back, open the same form, turn Active on again and click Save.

Up next

Next, read Merge duplicate records.