How do I archive a patient?
Archiving a patient removes them from searches (unless specifically searching archived patients) and they will no longer receive recalls, without deleting their history. This can be done if a patient has become deceased, moved away or has changed dental practitioner.
In the 'Details' tab of the patient record, click 'More' in the top right.
Select 'Archive record' from the list.
Select the reason for archiving the patient.
When you have chosen, click 'Archive Patient'.
The patient will be archived, so they can only be found using search by adding an asterisk before their name eg. *John Smith.
Their patient record will display the archive reason you selected.
If you select 'No reason given', we recommend adding a sticky note to the patient record so other users can see.
You can unarchive a patient by clicking 'Unarchive record' at the top of their patient record.