Chart Archiving Feature

The Chart Archiver is a tool that allows you to archive a patient’s chart, removing it from the Chart Rack. This is useful for keeping the chart rack cleared of inactive charts, reducing the amount of time you spend looking for the charts you need.

You can also un-archive a chart at any time using the Chart Archiver, placing it back on the Chart Rack and making it available for use.

**You must sign off all documents in a chart to be able to archive the chart. To check if the chart has any unsigned documents, go to Docutainers -- unsigned. From here, the provider can sign off any documents that need to be signed off.

Introduction to Feature and its Purpose

The Chart Archiver displays all charts that have been archived. Above the list of archived charts, there are two buttons: Archive Chart and Un-archive Chart.

Open Chart Archiver

Open Chart Archiver

To archive a chart, click the Archive Chart Button (or press Control + Alt + A). The Archive Chart tool will then open.

Directions to Archive Charts

Directions to Archive Charts

Click the Archive Chart button.

Select the Chart to Archive

Select the Chart to Archive

1. Select the chart you wish to archive, either by typing the patient’s last name (or another field, chosen from the drop down menu) or by clicking on the appropriate letter and selecting the chart from the list.

2. Once you have selected the chart you wish to archive, click the Archive button. The chart will be removed from the chart rack and placed on the list of archived charts.

Chart Archiver

Chart Archiver

After you have archived the chart, it will appear in the list of archived charts.

Directions to Un-Archive Charts

Directions to Un-Archive Charts

To un-archive a chart, select it from the list of archived charts by clicking on it and press the Un-archive Chart Button (or press Control + Alt + U). The chart will be removed from the list of archived charts and placed back on the Chart Rack.

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