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How to Archive a patient

This guide explains how to archive that you no longer want as part of your clinic. Archiving a patient will not delete any data. This guide also explains how to reinstate a patient that has been archived.

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Step 1.

Go to Search patient.

Select the patient you want to archive.

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Step 2.

You will then be taken to their patient EMR page.

Click on the red cross in the page header.

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Step 3.

This will open a pop up box where you can enter a reason for archiving the patient.

Click Archive once complete.

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Step 4.

Once the patient has been archived you will receive a warning message at the top of your screen, and the header will go red.

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Step 5.

When you Search for a patient, there will be a red line next to their name, instead of a blue one.

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Step 6.

To Reinstate a patient, click the green refresh icon on the patient’s EMR page.

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Step 7.

This will open a message to confirm you want to reinstate the patient.

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Step 8.

Once the patient has been reinstated you will receive a Success message and the EMR page will return to normal.

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Related Guides

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How to Archive a patient

This guide explains how to archive that you no longer want as part of your clinic. Archiving a patient will not delete any data. This guide also explains how to reinstate a patient that has been archived.

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