How can I Archive or Unarchive a patient file?

This article will demonstrate how to add and remove a patient file from "archived" status.


Steps to Archive a patient file: 

  1. Clicking on thePatient File ...icon under the red flag section in the Patient File will display options to: Print the Patient File, Archive the Patient File, and initiate a Product Sale for the Patient.
  2. Click Archive to remove the patient from your active Patient List.
    Patient File Red Flag ID ...

 


Steps to Unarchive a patient file: 

1. To find a patient's archived file, look them up by their patient name or patient ID number from the Patient List > All Clinic Patients > All Patients and click the box marked "include archived patients".  Archived patient files will have a small file box icon to the right of the patient ID number. 

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2. To unarchive a patient file, click the menu underneath the patient ID and click "unarchive patient". 

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That's it!  Your patient's file will now be available for use and can be found using search tools.