Inactivating a Group

When a group is inactivated, it does not appear in the Batch Manager Groups display when the Active Only checkbox is on.

To inactivate a group:

From the Workbench, select the Batch Manager navigator button .
Select the Groups tab.
Highlight the group that want to inactivate. Select Detail. The Group Folder opens.
Select the Patients tab. It's best practice to remove non-facility patients from the group prior to inactivating the group.
Select any non-facility patients. If there are no non-facility patients in the group, skip to step 9.

Facility patients are those with the Facility Patient checkbox on. These patients are automatically generated in non-retail groups and cannot be removed from the group.

Multiple patients can be selected by holding down CTRL on your keyboard while selecting the patient rows.
Select Remove. A Group Maintenance prompt appears.
Select Yes.
Select Save.
Select the main tab.
From the Status dropdown, select Inactive.
Select Save.
Select Close to return to the Batch Manager Groups tab.
Select Refresh. The inactive groups are not visible unless the Active Only checkbox is deselected.