When you archive a patient, the following occurs:
· A note appears in the Office Journal for any appointments that the archived patient had with the date, time, provider, and reason the appointment was deleted from the Appointment Book.
· All continuing care, employer, insurance, and referral information is deleted and added to the Patient Note. You can view this information after you archive the patient.
· All address, procedures, insurance claims, payments, adjustments, health history, prescriptions, patient questionnaires, and periodontal exams remain intact.
· You cannot edit a patient's information as long as the patient is archived.
· Archived patients do not appear in the Select Patient dialog box unless you select Include Archived Patients.
· When archived patients appear on a report or in a module, <Archived> or <A> appears in front of their names.
To archive a patient
1. In the Family File, click File, and then click Select Patient.
2. Double-click the Patient Information block.
The Patient Information dialog box appears.
3. In the Status list, select Archived, and then click OK.
The Archive Patient Wizard dialog box appears.
4. To archive the patient, click Archive.