Careview Client Profile

Delete a Client Profile

Use the following steps to delete a client profile. 

Warning
Please note this process should only be used if the client's profile doesn't have any deliverables in their Service contracts i.e invoices or case notes processed. Deleting the client profile in this case may cause other parts of Careview to error. 


1.      Select CRM  > Clients from the menu to display a list of all client profile records. 

2.      Click in the Search field and type the client’s name, email or NDIS number then click Search.



3.      The client record displays.  Click any one of the fields to open the record.

4.      The client record displays in the following format. Click on Notes within the Client Profile.



5.      The Notes area displays, and a Delete Client button is now active in the top right corner of the Client Profile screen. Click Delete Client.



6.      When asked whether you are sure you want to delete, click on OK.

Warning
Once you click on OK, the record will be permanently deleted and non-recoverable.



    • Related Articles

    • Delete a Client Profile Alert

      When you no longer need a Client Profile Alert, use the following steps to delete it: 1.      Click Client Alerts.       2.     From the Client Alert table.  Under Actions click Del on the Alert you want to delete. 3.     The following prompt ...

    • Delete a client profile in Careview

      This article explains how to delete a client profile in Careview. 1.      Click on the CRM and select Clients 2.      Search or select the participant you would like to delete from your Careview account. 3.      Click on the participant name to open, ...

    • Delete a Client Goal on the Client Profile

      Use the following steps to delete a client goal from a client profile. 1. Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2. Click Client Goals. 3. The Client Goals table displays. ...

    • Delete a Note on the Client Profile

      Use the following steps to delete a note on the Client Profile. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.     Click Notes. 3.     The Notes table displays. Under ...

    • Delete Medication Information on the Client Profile

      Use the following steps to delete a Medication Information entry from a client profile. 1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want). 2.     Click Medications. 3.     The ...