If a patient dies, or there is no possibility that they will be seen in your office again, you can archive the patient in Dentrix Enterprise to effectively hide them but preserve the clinical, financial, administrative, and other records. You cannot post new procedures or treatment plans, set treatment-planned procedures complete, or create new prescriptions for archived patients.
Note: Archived patients appear in the following areas:
The Family Member List and Ledger with "<A>" preceding their names.
The View menu in Ledger with "(Archived)" preceding their names.
The Appointment Information dialog box title bar with "<A>" preceding their names,
Ledger, Office Journal, and Document Center title bars with "<A>" preceding their names.
Archiving a patient requires the "Patients, Edit Patient Information" and "Patients, Archive" security rights.
Important: Although you can reactivate an archived patient, archiving a patient should be considered a permanent action, as it significantly changes that patient’s data in the database, and some data cannot be restored easily.
To archive a patient
With a patient selected in Family File, double-click the Patient Information block (the top section).
If applicable, do one of the following:
If the Password - Patients, Edit Patient Information dialog box appears, user verification has been assigned to the "Patients, Edit Patient Information" task. Do one of the following:
If your user account has been granted the "Patients, Edit Patient Information" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patients, Edit Patient Information" security right, have a user with permission temporarily override this restriction so you can edit a patient this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patients, Edit Patient Information" security right. To have a user with permission temporarily override this restriction so you can edit a patient this one time, do the following:
On the message, click Yes.
In the Password - Patients, Edit Patient Information dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
The Patient Information dialog box appears.
Under Demographics, from the Patient Status list, select Archived.
If applicable, do one of the following:
If the Password - Patients, Archive dialog box appears, user verification has been assigned to the "Patients, Archive" task. Do one of the following:
If your user account has been granted the "Patients, Archive" security right, enter your credentials in the User ID and Password boxes, and then click OK.
If your user account has not been granted the "Patients, Archive" security right, have a user with permission temporarily override this restriction so you can archive a patient this one time. The overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
If a message appears, informing you that you do not have rights to this operation, your user account has not been granted the "Patients, Archive" security right. To have a user with permission temporarily override this restriction so you can archive a patient this one time, do the following:
On the message, click Yes.
In the Password - Patients, Archive dialog box, the overriding user enters his or her credentials in the User ID and Password boxes and then clicks OK.
Click OK.