Patients & virtual orders: Deleting and archiving patients
Practitioners
In this article:
Overview
Archiving patients
Restoring patients
Deactivating patients
Overview
To prioritize the protection and security of health data and patient privacy, practitioners can't permanently delete patients from their dispensary. Though you can't delete accounts, you can archive a patient account, preventing them from viewing their treatment plans and placing orders.
Note: The Health Insurance Portability and Accountability Act (HIPAA) and Personal Information Protection and Electronic Documents Act of Canada (PIPEDA) require us to store patient health data, including treatment plans, in Fullscript.
Archiving patients
When a patient account is archived, they will no longer be able to sign in to your dispensary to view treatment plans or place orders. This can be used if you're no longer seeing patients, they've requested to be removed from your dispensary, or if you don't recognize patients who sign up from your website on their own (from a Fullscript website button) and want to prevent any dispensary purchases that you're not comfortable with.
To archive a patient:
- In the Patients tab, search and select the patient's profile.
- Click Edit patient profile.
- Click Archive patient.
- Confirm by clicking Yes, update and archive patient.
Archiving a patient account from a dispensary.
Note: Archiving a patient's account will prevent them from accessing the dispensary, including existing treatment plans and order history. Granted, these patients can request information from their previous orders by reaching out to our Customer Success team.
Restoring patients
When a patient's account has been archived, the action can be reversed to restore access to their account.
To restore a patient:
-
In the Patients tab, click Filters and select Show archived patients.
- Select the patient's profile.
- Click Edit patient profile.
- Click Restore patient.
Deactivating patients
Patient accounts can't be permanently deleted. We recommend archiving them to block access to the dispensary. If a patient requests that their account be formally deactivated, patients can contact our Customer Success team to have their email address deactivated.