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Archive Inactive Patient Accounts

How to archive inactive or duplicate patients from the patients list. 

Step 1: Open XDR to the Main Menu screen.

Step 2: Click on the button.

Step 3: Set Bridged to "No" in the Basic Settings.

Step 4: Click  .

Step 5: Click button.

Step 6: Click  button.

Step 7: Search for the patient.

Step 8: Select the patient's name and click button.

Step 9: Click .

Note: Any inactive patients in the “Archive Utility” can be restored at any time by highlighting the patient name in the Archived Patient list and clicking the  button.

Step 10: Click button.

Step 11: Click button.

Step 12: Click button.

Step 13: Set Bridged to "Yes" in the Basic Settings.

Note: Setting 'Bridged' to 'Yes' restores the ability to add patients in XDR from users Practice Management Software.