Update status for multiple patients

If you want to update the patient status for multiple individuals, you can instantly apply a bulk update instead of editing each individual patient profile. Bulk updates can be made to the patient status and the practitioner relationship.


You can only apply bulk updates to patients that you have access to. You cannot apply updates to patients whose names are anonymised.

Apply bulk status update to multiple patients

  1. Click Reports > Patient.

  2. On the top right, click New Report.

  3. For Report Type, select Case Load.

  4. (Optional) Set any other filters you want to create a list of patients.

  5. Click Run.

  6. In the report results, tick the checkbox for each patient you want to apply the bulk update.

  7. On the upper right, click Update, then select the status you want to apply to the selected patients.

  8. In the pop-up, select the new status you want to apply, then click Save.

You have successfully applied this update to the selected patients.


Was this article helpful?