Archive vs. inactive

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Kpolykoff
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Joined: Mon Oct 31, 2016 11:30 am

Archive vs. inactive

Post by Kpolykoff » Mon Oct 31, 2016 11:32 am

What are the differences between marking a patient inactive or archive?

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dgraffeo
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Re: Archive vs. inactive

Post by dgraffeo » Tue Nov 01, 2016 8:25 am

Inactive patients are patients that may some day come back, but for now are not coming to your office. Archived patients are those that are never coming back. They're similar, to be sure, but the Archived patients won't show up in the patient select window.
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

StevenB
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Joined: Thu Apr 18, 2013 11:08 am

Re: Archive vs. inactive

Post by StevenB » Sun Nov 06, 2016 2:05 pm

Would there be a script to change all archived patients to inactive? My front person has been marking all as archived instead of inactive for the past 3 years, and we have been slowly changing as we see them. I did print a list of all archived patients too.

Steven Bloom, DDS

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dgraffeo
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Re: Archive vs. inactive

Post by dgraffeo » Mon Nov 07, 2016 7:38 am

There is query 285 on our query examples page (http://opendentalsoft.com:1942/ODQueryL ... yList.aspx) that will list all archived and inactive patients, giving you a way to see which patients need to be changed. If you call in, we can also potentially update patient statuses from archived to inactive with a custom query as well, though modifying database information via queries is always risky.
"To understand what recursion is, you must first understand recursion."

David Graffeo
Open Dental Software
http://www.opendental.com

noestervemb
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Joined: Sat Jul 09, 2016 7:45 am

Re: Archive vs. inactive

Post by noestervemb » Thu Nov 17, 2016 1:31 pm

So the only difference between archive and inactive is the search function? Why even have the archive function? If the patient calls 15 years later and they dont say they have been a patient you would likely make a duplicate account if the patient was archived. If i am understanding the setup here.

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jsalmon
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Re: Archive vs. inactive

Post by jsalmon » Thu Nov 17, 2016 3:12 pm

Correct
Inactive: Patient who is no longer active. Will still show in Select Patient window.
Archived: Patient who is not coming back. Will not show in Select Patient window unless Archived/Deceased is checked, so might accidentally end up with a duplicate chart some day.
http://www.opendental.com/manual/patientedit.html
The best thing about a boolean is even if you are wrong, you are only off by a bit.

Jason Salmon
Open Dental Software
http://www.opendental.com

BWeiss520
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Joined: Wed Sep 26, 2018 8:56 am

Re: Archive vs. inactive

Post by BWeiss520 » Wed Aug 07, 2019 12:10 pm

Is there a way to move all inactive patients to archive automatically?

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cmcgehee
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Location: Salem, Oregon

Re: Archive vs. inactive

Post by cmcgehee » Wed Aug 07, 2019 2:03 pm

There is not. The Patient Status Setter can change active patients to inactive. https://opendental.com/manual/patientstatussetter.html
Chris McGehee
Open Dental Software
http://www.opendental.com

BWeiss520
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Joined: Wed Sep 26, 2018 8:56 am

Re: Archive vs. inactive

Post by BWeiss520 » Thu Sep 12, 2019 7:54 am

Got it! Thank you!
Additionally, is there a way to default the HIDE INACTIVE PATIENTS to stay checked?

PatrickC
Posts: 56
Joined: Thu Jun 06, 2019 11:37 am

Re: Archive vs. inactive

Post by PatrickC » Thu Sep 12, 2019 8:20 am

There is not currently an option to set "Hide Inactive Patients" to checked by default. There is a feature request for it, #2891, if you're interested in promoting the concept as well.

https://opendental.com/manual/featurerequests.html
Patrick Carlson
Open Dental Software
http://www.opendental.com

BWeiss520
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Joined: Wed Sep 26, 2018 8:56 am

Re: Archive vs. inactive

Post by BWeiss520 » Thu Sep 12, 2019 10:12 am

I added my comment to it but I do not understand the points system.
Since this is approved, does it mean it will be part of an update?

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cmcgehee
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Location: Salem, Oregon

Re: Archive vs. inactive

Post by cmcgehee » Thu Sep 12, 2019 10:18 am

"Approved" simply means we have determined this to be a valid feature request. A feature request typically arrives at this status a week or two after it is created. When the status is "Completed", that means it will be a part of the next major update. You can add the votes from your office to a request to increase the weight of the request to make it more likely we will implement it.
Chris McGehee
Open Dental Software
http://www.opendental.com

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