What is the difference between archiving and inactivating a chart?

Archiving and inactivating a chart are both methods for managing patient records. Inactivating a chart is a way to temporarily remove a patient's record from the active list while still keeping the data associated with that chart accessible for reference or further processing. This may be done when the patient/client is no longer active or when the record requires updates or modifications.

On the other hand, archiving a chart is a way to remove the chart from the active list entirely and is often used for patients/clients who are no longer under your care. When a chart is archived, all notes, messages, and billing entries associated with that chart are also removed, and the patient's/client's portal account is no longer accessible. However, archived charts can still be retrieved if needed by unarchiving them.

If you have any questions, please contact us.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.