Last updated: 15 October 2026
Archiving removes a patient from your active patient list without deleting their record. Archived patients can be reactivated at any time.
Open a patient record. The archive option is available from the patient actions menu (top-right of the patient header).
Before archiving, the system checks for things like upcoming appointments, outstanding invoices, incomplete tasks, and active patient links, and shows them as warnings so you can review them. These are reminders, not blockers -- you can still archive the patient. Where possible, cancel or complete upcoming appointments and settle or void outstanding invoices first.
The patient returns to your active list immediately.
Archived patients are hidden from the patient list, including the All patients view, and from search. When a search or filter is hiding any, the line above the list says how many, with a Show archived link that adds the filter for you.
To show them yourself, click Filter, add Patient Type and set it to Archived. Remove the filter to go back to current patients.
Tip: Archiving is reversible and non-destructive. Use it to keep your active patient list focused on current patients without losing any historical data.
On an archived patient's record, actions such as Order labs, Book appointment and Create invoice are greyed out. Hover over one to see why: "This patient is archived. Reactivate them to make changes." Reactivate the patient to use them again.
A patient who has been merged into another record shows a red Merged badge, and their actions point you to the record they were merged into.