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Historical patients

Managing records of former patients

Meghan Johnson avatar
Written by Meghan Johnson
Updated over a year ago

The Historical patient feature enables you to store former patient records without the patient receiving an invitation to join, connection notifications or emails.

Historical patients is a feature enabled by request. Request access to the Historical Patients feature by emailing [email protected].

  1. Select the 'Patients' box -> + Invite patient

  2. Enter patient information

  3. Select Historical Patient check box AND Archive patient check boxes.

  4. Select 'Send Invite'.

  5. The historical patient will be added to your 'Archived Patients' list.

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