Archiving patients

Archiving patients simplifies your patient database and makes patient selection faster and easier. You can archive any patient with the following exceptions:

·        You cannot archive patients with future due payment plans or outstanding insurance claims.

·        You cannot archive guarantors until you have archived all other family members.

·        You cannot archive guarantors if they have a payment agreement or a balance.

When you archive a patient, the following occurs:

·        Appointments for the patient are deleted, and an entry is added to Contacts.

·        All recall, employer, insurance, and referral information is deleted and added to Patient Note. You can view the note after you have archived the patient.

·        Addresses, procedures, insurance claims, payments, adjustments, medical alerts, prescriptions, and patient surveys are stored in case you re-activate the patient.

·        You cannot edit patient information while archiving a patient.

·        Archived patients no longer appear in the Select Patient dialog box unless you select Include Archived.

·        Archived patients appear on a report or in a module with <Archived> or <A> in front of the name.

Note: You can reactivate archived patients. To learn more, click Reactivating patients.

To archive a patient

1.   Using Quick Search or Advanced Search, select the patient you want to archive.

2.   In the Patients toolbar, click the Archive button.

Note: You can also archive a patient in the Relationships panel. Click the icon to the left of the patient's name, and then click Archived. Other options include Patient, Non-Patient, and Inactive.

The Continue to Archive Patient message appears.

3.   To continue, click Yes.

The patient's status changes to Archived.