How to Archive/Recover a Patient?

UPDATE:

Allow users to see archived patients and recover them

Purpose:

To guide users through the process of archiving/recovering patient records in HelloNote EMR, maintaining data integrity while removing active patients from current workflows.

Scope:

This article covers:

1. Basic patient archiving procedure
2. Permission requirements 
   Excludes:
3. Bulk archiving
4. Record deletion
5. Archived patient data access

Archiving a Patient

1. Locate Patient:
   1. Select target patient from your patient list
2. Initiate Archive:
   1. Click Edit (Admin-only if button missing)
   2. Select Archive option
3. Confirm Action:
   1. Click Save
   2. Patient moves to archived status

To do archive or remove a patient, Select the patient  that you would like to archive/remove.

Click on edit > click Archive then click on Save 



Note* If you do not have the Edit Button you may ask your Admin to this for you. 

Recovering an Archived Patient

On your Patient List, click on Show Advanced Filters

This will show you another check box that says Archived Patients. By checking this box, this will allow you to see all the archive patients in your office.

Click on the patient name you want to restore, a pop up window will appear to confirm, click Yes and the patient profile will be recovered.