Unarchiving Patients

Updated by Niki Budd

Unarchiving Patients - 2.0

While archiving, you'll sometimes make a mistake and archive a patient that you don't actually want to archive. No need to worry, it's a quick and easy process to unarchive a patient and bring them back. This tutorial will walk you through the process of unarchiving a patient. 
Please Note: Terminology is different based on your setting. For example; a setting may use Location as Organizations, Athlete instead of Patient, Encounters instead of Treatment, or Problems instead of Injuries - but the steps are still the same.
Video Tutorial

00:00: Hi this is Maggie from healthy roster and today I'm going to show you how to unarchive Patient profiles 00:07: Start by clicking the organizations tab on your left hand navigation 00:12: Select your organization 00:15: Toggle on the archived section 00:19: This search will Now display any archived profiles next click the three dots to the right of the profile you would like to unarchive 00:28: From the quick action settings click undo archive 00:34: Finally click ok 00:36: And now you know how to unarchive Patient profiles if you have any questions or need to reach our support team please reach out to help at healthyroster.com

Step-By-Step Tutorial
  1. Go to the organization that the archived patient is located within that you want to bring back.
    Note: You need to start within the organization tab. If you go directly to your patient tab this feature won't show up.
  2. Within the organization's page, click on Patients
  3. Toggle on Archived
  4. Archived patients will show with an archived dot to their initial icon, if you hover over the icon you will see when they were archived
  5. Click on the three vertical dots on the right hand side of the patients profile and select Undo Archive 
  6. Confirm the undo by selecting OK

Unarchiving Patients - Legacy

While archiving athletes, you'll sometimes make a mistake and archive an athlete that you don't actually want to archive. No need to worry, it's a quick and easy process to unarchive an athlete and bring them back. This tutorial will walk you through the process of unarchiving an athlete. 

Please Note: Terminology is different based on your setting, for example, a clinical setting uses Care Group as Organizations, Patient instead of Athlete, and Visits instead of Treatment, lastly Problems instead of Injuries, but the steps are still the same.
Video Tutorial
Step-By-Step Tutorial
  1. Go to the organization that the archived athlete is located within that you want to bring back.
    1. Note: You need to start within the organization tab. If you go directly to your athletes tab this feature won't show up.
  2. Within the organization's page, go to the Athletes tab and click on Advanced, located on the right-hand side above the athletes list.
  3. Click the checkbox for Include Archived and all of your archived athletes will appear. You don't need to put anything in the graduation year drop-down menu, but you can to sort the list if you know the year that the athlete graduated.
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  4. Click on the three vertical dots on the right hand side of the athletes profile and select Unarchive. 
  1. You'll be brought to a confirmation page, click on Submit. That athlete will now show up under your active athletes list.
    Submit.png


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