Table of Contents
Bulk Archiving Patients by Birth Date
This tutorial will review how to use our bulk archive by birthdate feature.
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Updated
by Niki Budd
Bulk Archiving Patients by Birth Date
Please Note: Terminology is different based on your setting, for example, a college setting uses Teams as Organizations, Units as Teams, but the steps are still the same.
As a note to remember, bulk archiving patients will also delete associated permissions/access for parents/guardians.
Video Tutorial
Step-By-Step Tutorial
- Log into your Healthy Roster account and select the “Organizations” tab on the left side of the screen.
- Select the organizations you need to archive patients from
- Click on Patients
- Select either Born Before or Born After and select the month and year
- Click the Add New drop down and select Archive Patients
- Select if you'd like to delete pending invitations
- Confirm the archive by selecting OK
How did we do?
Archiving a Team
Merging Duplicate Patients