Clinic-Assist
Knowledge Base
Other than ‘Appointments’, you will notice a small red cross in the top right of an entry.
You are not able to physically delete entries from the patient file but you can deactivate them so they remain hidden until you specify otherwise. This is a more permanent view function which continually selects the chosen entry as hidden regardless of the category toggle option used.
Clicking the red cross will first present you with a validation option where you will need to select ‘OK’ to continue.
The listed entry instantly disappears from view.
You are able to show deactivated entries by ticking the option to ‘Show inactive records’ next to the button toggle options.
Selecting the option will show such entries as a faded version of the original. When you see a deactivated entry you will also notice a plus ‘+’ sign in the top right corner, now in place of the red cross. You can use this to reverse the deactivation process.
To allow/disallow information to be viewed by managers using the Portal, simply toggle (tick/no tick) the function ‘Display this item on the portal’
Enabling this option will send a notification to the relevant manager that new detail is available to view on the patient file. For more information on Portal usage, please view article the entitled 'Portal – Client Usage Basics' for further assistance