How do I delete a Client?
Required Role: Owner or Manager for all actions below.
You can delete an individual client by going to:
- (left menu)
- Click on the client you wish to delete
- Click (far right menu)
- On Mobile? click the top right button button first to reveal this menu
- On the pop up message we will confirm the deletion with you
- Type the phrase shown in the prompt below to confirm:
Example: Delete Jenny Appleseed 1/1/01
- Click when done
info Notice:
Our TherapyAppointment platform provides healthcare providers with the ability to delete patient records that they are no longer required to retain. However, it is the sole responsibility of you, the healthcare provider, to ensure compliance with all applicable federal, state, and local laws, regulations, and professional guidelines governing medical record retention.TherapyAppointment does not provide legal, regulatory, or compliance advice regarding record retention requirements. Before deleting any patient records, providers should consult with legal counsel or regulatory authorities to confirm their obligations. By using this feature, you, the healthcare provider acknowledges that you are responsible for determining the appropriate retention period and ensuring that record deletion aligns with your legal and professional obligations.
What happens after?
- The client then gets marked as pending deletion
- This is report visible on your Dashboard under Client Management (top right section)
- Click the bottom line Clients Approaching Deletion shown below:
- You have up to 30 days to reverse this
- The report will also show how many days before we delete the client
- Once this passes, the client is permanently deleted from our system — not even our engineering team will be able to recover it!
Make a mistake? Want to restore the client?
On the above report select the clients you want to restore, and click (top right):