How Can I Archive or Unarchive a Patient?
There are many scenarios when you might want to archive or unarchive a patient, such as when a patient no longer seeks treatment from you, or if a patient decides they would like to continue treatment after a hiatus.
To help you keep your records neat and tidy, Atlas.md allows you to archive and unarchive patients easily. Here’s how:
Archiving a Patient
To archive a patient’s chart:
- Head to their chart
- Click on the cog icon in the upper right corner
- Then select Archive patient
- If the patient has an outstanding balance, you have three options for handling any outstanding balances on a patient you’re archiving:
- Keep the balance active. This option keeps the balance open, and you can continue to attempt payment processing against the balance.
- Write off the balance.
- Send the patient to collections.
- Once you’re happy with your selection, click Confirm archive
Once you’ve archived a patient’s chart, their information will no longer appear in your stream, nor will they be billed on a monthly basis.
As you archive a patient who is part of a family, you’ll also have the option to archive the other family members in the same step.
Unarchiving a Patient
You can unarchive a patient from the list of archived patients.
To do so:
- Head to the Active Patients page
- Click on the settings cog in the upper right corner, then Archived patients
- Select the patient you want to unarchive, then in the upper right corner click Un-archive
- Decide if and how you’d like to restate their monthly subscription
Deleting a Patient Record
It’s impossible to delete a patient record for legal reasons. So rather than delete a patient record, you can archive it instead.
Archived patients are noted as such in search, so you always know if you’re looking at an active record or an archived one.