Delete a Client

  Permissions: You must have Administrator Permissions or have Delete Clients Permission selected.

Deleting a Client is permanent. You WILL NOT be able to restore a Client after you delete it.

Alternatively, we recommend that you Archive Clients. This lists them as inactive and hides them from your Active Client list, but all related data is intact. You can Archive/Store Clients in TheraNest free of charge!

If you still want to delete a Client, you will first need to delete all associated data, Client Cases, Notes, Invoices, Payments, etc. Only after all this information is removed will you be able to delete the Client.

IMPORTANT: You can only delete 3 Clients from an account in a 24 hour period. This is a security measure to protect accidents or malicious behavior. If you're the Organization Administrator and need this lifted please reach out to the support team.

Delete Client Data

1. Locate Client and open Client Profile.
2. Click Notes.
3. Delete each listed Case. 
   

   NOTE: Deleting a Case will delete all Progress Notes stored within the Case.

4. Delete any additional Notes that are associated with Client.
   

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Delete Client

After you have deleted ALL Client data you can delete the Client.

1. Locate Client and open Client Profile.
2. Click Delete button for appropriate Client. 
   

   NOTE: The Delete button will be greyed out until all associated data is deleted. 

3. Click Yes, I'm Sure to confirm deletion.
   

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