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How to delete a client from your records

If you want to delete a client, you can do so in the client's file. Deleting a client removes all of the client's information from your account. Only an Account Owner or Clinician with Administrative Access is able to delete a client. See Team members: clinician access levels to learn more. 

Important: Deleting a client is a permanent action and cannot be undone. A safer alternative is to inactivate a client.

How to delete a client

  • Navigate to the client's Overview page > Edit details
  • Scroll down to the bottom and click Delete this client

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  • Type the Client's First Name and the Client's Last Name exactly as seen at the top of the Permanently Delete client window 
  • Click Permanently Delete Client

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Once you click Permanently Delete Client, the client's file will be removed immediately. This is irreversible. 

 

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