Archive a Client

PracticeQ allows you to archive clients who have discontinued care or left the practice.

What Happens When You Archive a Client?

• The client will no longer show when searching clients in the quick search bar.
• The client will no longer receive automated emails, with the exception of appointment reminders.
• The client's intake forms will be archived.
• The client's recurring payment plan will continue; please cancel the recurring payment plan when archiving a client.

Archive a Client

1. Locate the client by using the quick search icon or by browsing clients under List → Clients.
2. Click the blue Open button next to the client's name.
3. On the top right of the client information page, click the three dots icon and select Archive Client.
4. A text box will ask if you want to archive this client and all saved intakes. Click Yes.

This client will no longer appear when searching for clients normally. 

View an Archived Client

1. Click List → Clients 
2. Set the Status filter to either Archived or All.
3. Locate the client in the list.
4. If you wish to restore an archived client, locate the yellow banner at the top of their client profile and click the blue Click here link.