Remove a process from an allied health client's record

Lumary AH - This article explains how to remove a process from a client's record.

A client record can only have one process at a time. To remove a process, you'll need to:

• delete the process from the client's Process Tracking list, or
• complete all of the steps in the process.

The approach you use will depend on why you're removing the process and how your business uses process tracking information.

Delete the process

Deleting a process will completely remove it from the client's record. This option is generally preferred for processes that were never started or were added to a record by mistake.

To delete a process:

1. Go to the client's record.
2. Click on the Home tab if it's not already open.
3. Click on the Processes tab if it's not already open.
4. Scroll down to the end of the list of processes.
5. Click on the See previous processes text link.
6. Scroll to the latest process on the list. It should have the most recent created date.
7. Click on the drop-down arrow at the end of the row.
8. Select Delete.

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Complete the process

Completing a process will remove it from the process tab, but will keep records of what steps were included and when they were last updated. Some processes may be left incomplete because steps were done in another part of the system our outside of it and never marked off. 

To complete a process:

1. Go to the client's record.
2. Click on the Home tab if it's not already open.
3. Click on the Processes tab if it's not already open.
4. Scroll through the process and look for any steps that are not showing as complete with a tick in the blue checkbox toggle. You may need to click on subheadings to reveal more steps.
5. Check if the step or task was done. This may require checking other parts of the system.
6. Once you're ready to set a step to complete, click on the checkbox toggle.

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