Issue
How do I archive/unarchive a patient record?
Environment
Kipu CRM, Patient Record
Resolution
- Using the global search bar, search for the desired patient record.
- Click on the correct patient in the search results to access the record.
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Select the Archive button.
- Important: Archived records will remain accessible through the global search feature and data from archived records will still appear in BI reporting.
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If you need to unarchive a record for any reason, click the Unarchive button.