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Delete and Deactivate Records

You can permanently delete or deactivate individual patient records from your Verato Universal Identity Instance directly from the user interface.

This capability can be granted to all user interface users and is controlled by a new user permission. To enable this capability, please create a support ticket or contact your Verato representative.

Delete Records

You can permanently delete individual patient identity records from directly from the Verato Universal Identity user interface. 

Note
When a record is deleted, a deleteSourceService notification is posted. For more information, see searchNotifications.

To delete individual records:

  1. From the Identity page, select the record you want to delete, and then click Delete.
  2. Confirm you want to permanently delete the record, click Delete. 

Deactivate Records

Deactivated records are no longer used for future matching decisions. However, you can still search for and reactivate these records. You can perform these actions using the API endpoints deactivateSourceWs and reactivateSourceWs, or directly from the Verato Universal Identity user interface. Additionally, deactivated records are no longer displayed in Smart Views. 

Notes
  • When a record is deactivated or reactivated, an appropriate notification (deactivateSource or reactivateSource) is posted. For more information, see searchNotifications.
  • When all attributes on a record are deactivated, the record is not automatically deactivated.
  • Deactivated records are visible in the user interface and in the deactivatedSourceRecords section of the identity object on API responses.

To deactivate individual records in the user interface:

  1. From the Identity page, select the record you want to deactivate.
  2. Click Deactivate record.

Reactivate Records

To reactivate a previously deactivated record:

  1. From the Identity page, scroll to Inactive Records.
  2. Select the record you want to reactivate, and then click Reactivate record.
Note
Reactivating a record will assign it a new Link ID.

Delete vs Deactivate

When trying to decide between deactivate or delete, a customer should choose delete if their objective is to reduce their overall quantity of linkIDs

Delete

When you delete a record, you permanently remove an individual patient identity record (aka source record).  If all the source records within one linkID are deleted, the linkID is also deleted.

Deactivate

A deactivated record is considered a soft delete. Although the source record remains in Verato, it is in an inactive state. Deactivated records are no longer used for future matching decisions and are not displayed in Smart Views. Furthermore, the source record can't be found through a Demographics Search; it can only be located via a NativeID search.

 

Expected behavior
  • If all (or a sufficient number) of the source records in a task are deactivated, the task is removed.
  • Reactivated inactive records are assigned new identities with unique LinkIDs. This is done without re-evaluating matches, potential linkages, or creating any new tasks.
  • If all records within a task are deleted, the task is removed.