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Make Active and Inactive patients more obvious when selecting throughout the EHR

When opening the new appointment window, active and non-active patients look the same, thus causing potential errors to occur.

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Julianne shared this idea  ·   ·  Admin →
Resolved  ·  Matthew Douglass responded  · 

Thanks to everyone for providing your thoughts on how inactive patients should be displayed in Practice Fusion.

As of 03/25/2016, to reduce confusion when working with patient lists, we have made it more obvious in the main Charts section when a patient is inactive.

You will see the words “Inactive” in the patient list as well as the patient header when you are working with an inactive patient.

Additionally, if a patient is marked as inactive, she or he will not appear in search results for appointments, messages, labs, or refills. If you would like a patient to appear in those search results for selection, you’ll need to mark the patient as Active.


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  • Anonymous commented  · 

    This needs to happen as soon as possible, huge issue!

  • Anonymous commented  · 

    Strongly agree that the INACTIVE patient files should be distinctly different. Perhaps write the if-then code so that an inactive patient turns RED and must be re-selected as active.

  • Anonymous commented  · 

    The fix is needed but I have found a temporary solution. I have gone in to the deactivated patients and have place an "X" before their name in the profile to bring attention to staff that this patient is not active..... hopes this helps others.

  • Anonymous commented  · 

    This is needed much much sooner than later. Our office is having issues as well. Deactivating does eliminate from the chart list but does come up in scheduling as well as when adding documents causing much added work and confusion.

    Thanks for your attention to this matter

  • Richard Govia commented  · 

    This is needed urgently please. The staff who make the appointments don't always check the chart first (as they of course should do) to make sure it's an active patient. A patient who has been discharged at the Dr's request (perhaps after an altercation of some sort) might nevertheless call for an appt and if the staff don't know the "history" they may OK the appt. Please make it impossible to schedule an appt for an inactive patient. The scheduler should be required to re-activate before giving the appt (thus giving the scheduler an opportunity to ask for authorization from office manager to re-activate).

  • C. Williams commented  · 

    This is causing a lot of issues with our patients. We need to have inactive patients be inactive in all phases of charting

  • Anonymous commented  · 

    Also, in uploading documents to a patient's chart, the active and inactive patients are showing in the list together. If the patient is inactive then they shouldn't be showing up at all.

  • AdminNina (Admin, Practice Fusion) commented  · 

    Status: Completed Investigation (11/11/15)

    Thank you all for your patience while we have investigated this potential issue. We have determined that this feature is functioning as intended. We will be converting this Known Issue thread into a related Idea thread. By having voted on this original thread, you’ll receive email updates when we begin working on the feature and when we release it.

    Status: Investigating (3/30/15)

    Our team is currently investigating an issue where inactive patients are appearing in patient search on the Scheduler within the new EHR.

    We are working to resolve this as quickly as possible and we will provide updates here as soon as we have more information. Please add your vote to this issue to receive status updates via email.

  • Geraldine Kairys commented  · 

    a number of our patients transferred out and although inactive, use us for convenience. Need to make inactive patients unavailable on scheduling.

  • IT Girl commented  · 

    It cause confusion to the staff thus creating the appointment with an inactive record. If the inactive records could not be shown it will be better for my facility.

  • Anonymous commented  · 

    Yes, causing a lot of issues actually.

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