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, 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.

Still stuck? Shoot us an email and we'll do our best to help.