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:
- From the "Owner" dashboard, click on "Charts."
- Go to the "File Cabinet" section and toggle to "Roster."
- Check the box next to the chart you want to archive, and go to the "I want to..." drop-down.
- 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.