Archive a Chart
A patient chart can only be archived if the patient has not passed the Referral stage. Once a chart is archived, forms/notes are not accessible for completing.
- Select Archive in the center of the patient’s chart.
- Archive patient chart window will open, select Yes to archive.
NOTE: An archived chart will not appear in the My Client List. An archived chart can be accessed through Patient Details or Patient Search.
UnArchive a Chart
- Open the archived chart through either Patient Details or Patient Search.
- In the center of the patient’s chart, select UnArchive.
- The UnArchive Patient Chart window will open, select Yes to unarchive the chart.