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, the client profile window will display.

4.      Click on any link on the left hand side of the client profile window.

5.      The delete button will appear, click Delete to delete the client profile.

• Related Articles

• Delete a Client Profile

  Use the following steps to delete a client profile. 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 ...

• How to Delete a Client?

  It is best practice to make a Client Inactive , the only circumstances you would actually delete a client, is where you have only recorded their basic details in the system e.g. Name and contact details. Because once you delete them in the Careview ...

• Delete a Service Contract

  Use the following steps if you wish to Delete a Service Contract. If you have entered any delivered service records against the Service Contract, the system will not allow you to delete the Service Contract until you have deleted all delivered ...

• Careview Release 1 - 2nd March 2023

  Careview Release 1 - 2nd March 2023 Release notes attached.

• Careview Release 2 - 24th February 2022

  Release Notes        Support Coordination    Client Coordination - Delete Case Note change.        Resolved issue where a downloaded client profile note file name is incomplete and file extension is missing.  Resolved issue where files attached to ...