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Archiving and unarchiving patient records
Archiving and unarchiving patient records

Managing medical records for patient's no longer in your care

Meghan Johnson avatar
Written by Meghan Johnson
Updated over 2 years ago

To archive a patient record:

  1. From your Provider Dashboard, select View Patients.

2. Click Archived Patients

3. Locate the patient record you'd like to archive.

4. Click the hamburger menu (three dots) to the right of the patient's record.

5. Click Archive

6. Confirm that you want to archive the patient's record.

7. The patient record now appears in your Patient View, in the Archived Patients box.


To unarchive a patient record:

  1. From your Provider Dashboard, select View Patients

2. Click the Archived Patients box.

3. Locate the patient record you'd like to unarchive.

4. Click the hamburger menu (three dots) to the right of the patient's record.

5. Click Unarchive.

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