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Delete Empty Records

In certain cases, you may wish to remove patient folders, contracts, responsible party records and insurance records that you created in error. For example, you may discover that you created an insurance detail record for the wrong treatment phase or for the wrong sibling.

To protect the integrity of your ViewPoint database, you may delete only empty records. That is, you may only delete records that have never had any financial obligation or other data assigned to them.

To delete an empty record:

  1. Click[Tools & Utilities] on the left side of the ViewPoint main menu.
  2. Click [Delete Empty Records].
  3. Select the type of record to delete: image\O2_CIRCLE_ON.gifEmpty Patient Record; image\O2_CIRCLE_ON.gifEmpty Responsible Party Record; image\O2_CIRCLE_ON.gifEmpty Insurance Detail Record; image\O2_CIRCLE_ON.gifEmpty Contract Record.

    You cannot delete an empty contract record that has insurance detail records assigned to it: You must first delete the empty insurance detail records, then delete the contract record.
  4. Locate the record to delete.
  5. Click [Yes] to proceed, or [No] to exit without deleting the record.

If you choose to proceed, ViewPoint reviews the record for assigned data, deletes the record,  and alerts you when the process is complete. If the record has had data assigned to it, ViewPoint alerts you that the record cannot be deleted. In either case, click [OK] to return to the ViewPoint main menu.

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