Deleting a Discharge Reason allows your organization to remove options that are no longer relevant or were created in error. To protect historical data and reporting accuracy, discharge reasons that have been used for any participant cannot be deleted.
⚙️ Open Account Settings
Click your profile photo in the top-right corner of any page
Select Account Settings from the dropdown menu
📋 Go to Discharge Reason Settings
In the left-hand menu, locate the Data Properties section
Click Discharge Reasons
This opens your Discharge Reason Library
🗑️ Delete a Discharge Reason
Locate the discharge reason you want to remove
If the discharge reason has not been used, click the context menu (three dots) on the right-hand side
Select Delete Discharge Reason
Note: If a discharge reason is associated with one or more participants, the Delete option will not appear. This prevents accidental removal of data tied to historical records and reports.
⚠️ Confirm Deletion
Review the confirmation message
Click Delete Discharge Reason to permanently delete the discharge reason
📝 Equip Tip: If a discharge reason has already been used but needs clarification, consider editing the name instead of deleting it. This keeps past participant data intact while improving clarity moving forward.