Any of the following will prevent a patient from being inactivated.
Active Auto-Debit
Active Campaign Subscription
History of any of the following in the last 30 days will also prevent a patient from being inactivated.
Meaning, an active patient cannot have any of the following activities within the last 30 days.
Billing/transaction history
Wellness Score® Run or Edited for Patient
Cash Plan Run or Edited for Patient
Patient Order for Patient
Email Receipt for Patient
Email Sent from Drip-Education® to Patient
Patient Group Assigned to Patient
Patient Checks In or Out
Patient Note
Patient Opens Email
Patient Removes themself from Drip-Education® Email
Patient Complains as Spam from Drip-Education® Email
Patient Email Bounces from Drip-Education®
Patient Clicks Link Tracker
Only after 30 days of inactivity, can the patient record be inactivated.