Deactivate or delete a client record

You can deactivate or delete a client record if they are no longer with your organization. Keep in mind that deactivating or deleting a client record is permanent and cannot be undone.

Deactivate or archive a client

If you want to keep a client’s information to re-activate in the future, you can deactivate their profile, like archiving their information. You can deactivate only one client at a time.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Click the name of the client you want to deactivate. 
3. Click Edit > Deactivate client. 
4. Read the confirmation text about deactivating your client from your organization. You cannot access their data anymore after deactivation. 
5. Click Deactivate.

Tip: If you would like to re-add your client back after deactivating them, you could re-engage. Click Edit > Re-engage. The client will receive a new invitation to your organization’s account.

Delete a client 

If you no longer want to keep a client’s information or record, you can permanently delete their record. Before deleting a client’s record, you need to deactivate their record first.

1. On a mobile device or computer, open a browser, and sign into Primary Record.
2. Click Clients > Click the name of the client you want to deactivate. 
3. Click Edit > Delete client. 
4. Read the confirmation text about deleting your client from your organization. The client can still maintain their own Medical Profile, but you can no longer access it from your organization. 
5. Click Delete.

Tip: You can bulk delete clients who are already deactivated.