Mark Patients as Deceased or Inactive in Patient Profile

You can now mark a Patient as deceased or inactive in Otto Flow by checking the appropriate checkbox in the patient profile tab in the side panel.  Doing so will prevent Automations or Service Reminders from being sent for that patient in the future

Important Note:  Marking a Patient as deceased or inactive in the side panel does not update the patient state in your PIMS!  You must also update the Patient in the PIMS separately.

Important Note:  Patients marked as deceased or inactive via either this feature or by updating the Patient in the PIMS will not show under the list of pets visible to the Client in the Pet Portal.

As part of this update, there are two main updates to the Side Panel behavior - searching for Patients and the ability to mark a Patient as deceased or inactive.

Searching

Within the side panel, it is now possible to have deceased or inactive Patients returned in search results.  By default, deceased/inactive patients are not shown unless you choose to include them.  The option to include these patients will show as either a "Show Inactive" checkbox or a "Show Inactive Patients" button.  Selecting this option will show deceased or inactive patients.

Patients that are inactive will show with a  🚫 badge on the patient icon.

Patients that are deceased will show with a 🚫 badge and an updated patient icon.

These badging changes are only currently reflected in the side panel, not in the Conversation list or Conversation detail views.

Marking a Patient as deceased or inactive

Within the patient side panel view, you can set a patient as deceased or inactive to stop automations or service reminders from being sent.

Important Note:  Marking a Patient as deceased or inactive in the side panel does not update the patient state in your PIMS!  You must also update the Patient in the PIMS separately.

In the patient profile view, there are now two new checkboxes for deceased and inactive states.

If a patient has been marked as deceased or inactive within the PIMs, that information will sync over to Flow once per day. When that information has synced to Flow, the checkboxes will be disabled and a tooltip will reflect that this state came over from a PIMS sync.  Reversing this will require the PIMS patient profile to be updated and a support ticket to be filed with Otto.

If the patient has not been marked inactive or deceased in the PIMS (and the update synced to Otto), marking as Inactive will check the box and stop any future automations or service reminders from sending.  As long as the patient has not been marked inactive in the PIMS and synced, this can be reversed.

If the patient has not been marked inactive or deceased in the PIMS (and the update synced to Otto), marking as deceased will check the box, set the date to today, and stop any future automations or service reminders from sending.  As long as the patient has not been marked deceased in the PIMS and synced, this can be reversed.  The date value can be edited as long as a deceased value has not synced over from the PIMS.

When marking a patient as deceased or inactive within Otto Flow, the update should be made in the PIMS as well as soon as reasonable.  The primary function of marking a patient as deceased or inactive is to prevent automations or service reminders from sending.  Making the change in Otto Flow does not update the patient in the PIMS!