How do I archive a chart in my group?

In a Group practice, only the Owner and Super Admin roles have the ability to "Archive" charts. Here's how:

  1. From the "Owner" dashboard, click on "Charts."

  1. Go to the "File Cabinet" section and toggle to "Roster."

  1. Check the box next to the chart you want to archive, and go to the "I want to..." drop-down.

  1. You will receive an alert notifying you what will happen once the chart is archived. If you wish to continue, click "Yes, archive."

Note: The archived chart will only display in the relevant clinician's "Archived" section.

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.