Perform Other Patient Record Tasks

1. Select a patient and open the Patient Card window.
2. Click the Print Patient Info () icon to display the Select Printer window.
3. Highlight the printer you want, and choose Select.

axiUm prints a report of the patient record.

In very rare situations, you may be required to delete a patient record.

Warnings:

• To avoid data issues, ensure that no one will access the original patient record during the deletion process.
• Once completed, a patient record deletion cannot be undone.

You cannot delete a patient record if the patient:

• Is a guarantor for another patient.
• Has a future appointment.
• Owes a balance for previous treatments.

To delete a patient record:

1. Open the Patients module and select the patient to be deleted.

Tip: To avoid data issues, ensure that no one will access the original patient record during the deletion process.

2. Click the Delete Record () icon.
3. When prompted, click Yes to confirm the deletion.



The patient record is removed from the selection list and can no longer be searched for in the Patients module.

axiUm records all changes made on a patient record, the user who made them, and the date/time they were made.

To view patient record history:

1. Select a patient and open the Patient Info window.
2. Depending which tab history you want to review, open the patient record history using one of two methods:
• If the Personal, Codes, or Clinical tab is open, click the History button to open Patient History window.



• From the Change Type drop-down list, select an entry to filter the changes.
• If the Guarantor, Employer, or Insurance tab is open, select an entry and click the Show History () icon to display the Patient History window for the record.



• From the lower list, select an entry to review the changes made in the section above.