Archive and Restore Patient / Customer Praxis Desk

Archive records you no longer actively use — without deleting them. Archived records are fully preserved and can be restored at any time.

Requirements

• You are logged in with the Patient / Kunde: Bearbeiten permission.

Archive a record

1. Open the Kundenliste.
2. Click the Aktionsmenü (actions menu, three dots) on the desired record.
3. Select Archivieren.
4. Confirm the prompt in the dialog with Archivieren.

Fig. 1The confirmation dialog before archiving.

The record disappears from the active customer list but remains in the system.

Show archived records

1. Open the Kundenliste.
2. Set the Status-Filter to Archiviert.

Archived records are now shown in the list.

Restore a record

1. Show archived records (see above).
2. Click the Aktionsmenü on the desired record.
3. Select Wiederherstellen.

The record is available again in the active customer list.