This feature is auto-enabled for the Main Admin on the web. Other uses can be granted permission by updated user privileges.
1. Search for the set of patients you'd like to delete from the web
2. Check those patient records that you'd like to bulk delete and click the hyperlinked Bulk Delete at the top
3. A confirmation box will appear
4. If you attempt to delete a patient with an active membership, you will get a notification
5. Uncheck those with conflicts, and click Bulk Delete
6. Reconfirm, and now the bulk delete is complete
Restoring Deleted Patients
7. If you accidentally delete a patient, you can easily restore by clicking on the Settings widget
8. Navigate to Recently Deleted
9. Select Client
10. Select the patients you wish to restore
11. Click the Restore button
12. Click Confirm to complete this action
13. Head back to Patients tab, and those records will be restored
Extending This Privilege to Other Admins
14. The Main Admin should head to Settings > Teammates and search for the appropriate teammate to update and click Edit
15. Click Manage Privileges from inside their profile
16. Navigate to Patient Management and enable Bulk Delete
Bulk Invite Patients to the Patient Portal from the Patient Tab
You can also send the patient portal invite directly from the patients tab. This will also allow you to see which patients have and have not activated their portal as needed.
To do this, first head to the patients tab on the Web.
Then, using the blue plus sign in the upper right hand corner, apply the Patient Portal Status view. This will show either Active or Inactive next to each patient in the list.
On the left side of the patient list, you will be able to go through the list and bulk select each patient that you'd like to send this invite email over to.
Check each patient needed, then click Bulk Invite above. The patient portal welcome email will then send. Be sure patients have an email tied to their profile, and that you have the patient portal enabled under your Smart Configurations!
