Follow

FAQ: Can I delete an E_intake registration?

Q: Once an online registration comes in to SiD via E_Intake, is there a way to delete it? Or is it there forever?

A: You can delete an E_intake row if it has not been marked by a staff member as "processed."

A Delete this E_Intake link will appear on the bottom of the E_Intake display screen if this option is available.

Caution: Use the delete feature to remove practice registrations created by your staff, or duplicate registrations for the same person. Don't go overboard and delete all E_intakes. Keep those for historical reference.

To delete an E_intake entry

  1. In SiD, click the E_Intake tab.
  2. For the row to be deleted, make sure the Processed box at the beginning of the row does not have a check mark. (You cannot uncheck the Processed box.) Select the row. 
    220210_E_intake_not_processed.jpg
  3. On the E_Intake Information screen, click the Delete this E_Intake link at the bottom of the page. Follow the prompts.
    If the link is not visible, the record has already been marked as processed and cannot be deleted.
    220210_E_intake_delete_link.jpg
Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Article is closed for comments.
Powered by Zendesk