As your program matures, you may have patients that no longer wish to participate or are no longer eligible for your program.
To remove these patients from showing up in your patient lists, you can mark a patient as inactive. This will prevent alerts from being triggered for this Patient and will dismiss any existing alerts for that Patient. When marked as inactive, the Patient will still be searchable and the full history of interaction with your team will still be documented within the platform in the case that they are reactivated.
Important Note: You may choose to remove the phone number or email address from their profile, however note that if the patient has an inbound communication, these communications will be classified as “unrecognized” and you will need to reconcile these manually.
Welkin does not delete data from the system, marking a Patient as inactive essentially archives Patient record.
Mark a Patient as Inactive
Depending on how your program was designed, it may use one or both mechanisms listed below to mark a patient as inactive. If both exist in your program and you are unsure of which to use, consult your supervisor or lead for more information.
Using the action “Mark Inactive”
Using this method, the Patient stays in their current phase but is deactivated and alerts will not be triggered for this Patient.
- On the Patient’s profile in the Action menu (the action may be located in the overflow menu under the “...” click on “Mark Inactive”
- You will notice a red dot and “Inactive” label added beside the Patient’s name
At any time, you may follow the same steps above to reactivate the Patient by choosing the action “Mark Active”. A patient may also be reactivated if they have an inbound communication.
Change their phase to Inactive
Using this method, this Patient will be grouped with all other inactive patients.
- On the Patient’s profile in the Action menu (the action may be located in the overflow menu under the “...” click on “Change Phase”
- Choose “Inactive”
At any time, you may reactivate the Patient by choosing the action “Change Phase” and choosing a phase that is applicable. If the Patient is in the “Inactive” Phase, an inbound communication will not change their phase.