Once a patient has completed treatment or is no longer attending sessions, you may want to archive the patient. Archiving a patient stores their file and marks it as inactive, ensuring that records remain accessible for future reference and allowing the patient to resume treatment at a later date if needed.
Note: If the patient is shared among multiple providers, archiving a patient will mark the patient as archived for all providers with access to the patient.
From the Patient List
Step 1: Next to the patient you want to archive, select the horizontal ellipsis for more options at the right hand side of the patient's card.
Step 2: Select Archive Patient
From the Manage tab
Step 1: Head to the patient manage tab and scroll down to additional options
Step 2: Select Archive Patient
Effect of archiving a patient
Archiving ensures records stay accessible and allows the possibility of resuming treatment while distinguishing inactivity from permanent deletion, contributing to better client data management. When a patient is archived two things can happen:
1. All assigned assessments are stopped and removed. This means that assessments will no longer be sent to the patient, however past results are still accessible in the discontinued assessments section.
2. The patient will be removed from the Patient List. To view archived patients, you can filter by the Archived tag on the patient list.
Note: You can locate archived patients on the patient list by applying the Archived tag through filtering. Open the filtering options, select the Archived tag, and exit the filter panel to view only archived profiles.
Unarchiving
To unarchive a patient you can either remove the Archived tag via the patient list or manage page.
Additionally you can also use the Unarchive Patient section found in the manage page as well.
Remove Patient
The Remove Patient module in additional options fully removes any association of the patient from your clinic. This removes all providers from the patient profile and the information will no longer be visible to your clinic. The patient will not be able to be re-added to your clinic or caseload once they are removed.
We recommend not using this to delete patients as this does not hard delete patients. If you need to delete patients please reach out to [email protected]
