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Viewing and restoring archived patient charts

View and reactivate archived patients

Updated this week

You can easily view the list of archived patients in your system.

If you accidentally archived a patient, or if a patient who moved away returns to your clinic, you can reactivate them. When you reactivate a patient, any future appointments that were cancelled remain cancelled.

💡 Tip: If you have a document for an archived patient, you must first reactivate the patient chart, attach the item, and then archive the chart again.

Steps

1. Search for the patient (see Searching for patients).

2. In the search window, select the Archived radio button. The list of archived patients appears.

3. To restore a patient, select the patient and click Reactivate.

Updated May 2, 2025

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