📝 Overview
Pending Inactive Patients shows patients who have been flagged by your system's settings for exceeding the maximum length of time without an appointment. It is built specifically to surface patients who are likely candidates to be marked inactive — and lets you take that action directly from the report.
To access this report, go to Reporting > Simple Reporting, then select the Pending Inactive tab.
🔽 How It Works
This report has no date range or filter options — it runs based entirely on your system's configured threshold for "maximum length without an appointment." Use the refresh icon to re-pull the current list at any time.
Where the threshold comes from: The length-of-time trigger is a system-level setting, not something you configure within this report. If you want to adjust how long a patient must go without an appointment before appearing here, that change needs to be made in your system settings rather than on this page.
📊 What the Report Shows
Column | What It Shows |
Patient | The patient's name (clickable — opens the patient's snapshot) |
Last Visit | The date of the patient's most recent visit |
Action | A "Mark as inactive" button |
⚠️ The action is immediate. Clicking "Mark as inactive" changes that patient's status right from the report — there's no separate confirmation step shown in the list. Review the patient before clicking if you're not certain they should be inactivated.
❓ Common Questions
Why doesn't this report have a date range? It isn't designed to look at activity within a specific period — it's a live, threshold-based list. A patient appears here once they've exceeded your system's configured "no appointment" window and stays until they either get a new appointment or are marked inactive.
How do I change the threshold for how long a patient can go without an appointment before showing up here? That's controlled by a system-level setting, not anything inside this report. Check your system settings if you want to adjust the trigger length.
Does marking a patient inactive here affect anything else, like their case or balance? This report only changes the patient's status to inactive. It does not touch case data, balances, or any other patient information.
Will refreshing the report remove patients who no longer qualify? Yes — clicking refresh re-pulls the current list based on the live threshold, so any patient who has since had a new appointment (or who you've already inactivated) will drop off.
✅ Key Takeaways
Pending Inactive Patients surfaces patients flagged for exceeding your system's "maximum length without an appointment" setting — there are no manual filters on this report.
The Mark as inactive button takes effect immediately, with no confirmation step.
The trigger threshold is configured at the system settings level, not within the report.
Use the refresh icon to pull the current list at any time.
📌 Conclusion
Pending Inactive Patients is a maintenance tool more than a traditional report — its purpose is to give you a ready-made, actionable list for keeping your active patient roster accurate. Because the action button takes effect immediately, it's worth a quick glance at each patient's last visit date before clicking, especially if your office has patients who visit infrequently by design rather than because they've stopped coming in.