Deleting families

You can delete an entire family only if no documents for any family members are in Document Center, no transactions for any family members have been posted, and there is not an account balance.

Note:

If a family consists of only one patient record, instead of deleting the patient, you must delete the family.

Deleting a family requires the "Patients, Delete" security right.

To delete a family

With a patient who belongs to the family that you want to delete selected in Family File, on the Edit menu, click Delete Family.

If applicable, do one of the following:

If the Password - Patients, Delete dialog box appears, user verification has been assigned to the "Patients, Delete" task. Do one of the following:

If your user account has been granted the "Patients, Delete" security right, enter your credentials in the User ID and Password boxes, and then click OK.

If your user account has not been granted the "Patients, Delete" security right, have a user with permission temporarily override this restriction so you can delete a family this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patients, Delete" security right. To have a user with permission temporarily override this restriction so you can delete a family this one time, do the following:

On the message, click Yes.

In the Password - Patients, Delete dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.

A message appears and asks you to confirm that you want to delete all information for the family.

Click Yes.