To address your patients' ongoing safety, you can archive forms directly from patient charts. This is helpful to keep the list of active forms in a patient chart shorter and to better keep track of all active forms in a chart. Within the Patient Forms area of the chart, active forms appear in the Active tab while archived forms appear in the Archived tab

If needed, you can later reactivate archived forms to return them to the list of active forms.

Steps

1. Open the patient's chart.

2. Click Start/Open > Forms. The list of active patient forms appears.

3. Click the Archive icon.

💡 Tip: You can also archive forms while viewing them. In the top-right corner, click Archive.

To view and restore archived forms:

1. Click the Archive tab. A list of archived forms appears.

2. Click the Restore icon.

3. When prompted to confirm, click OK.

💡 Tip: You can also archive forms while you are viewing them. In the top-right corner, click Restore.

Updated April 2, 2022

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