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  • #31395

    clinicoffice_user
    Participant

    hi there – is there a simple way to select old data (eg: last year’s) and archive/delete it (after saving a backup of course)???….

    many thanks

    Lee

    #33184

    William
    Keymaster

    Hi Lee

    Thanks for the question. The system is not really designed to ‘delete’ old records because you really need to retain all clinical and financial data for your own protection.

    If you wanted to hide old/inactive patients, you could search on the “last appointment date” in the Patient Database and then delete Patients who have not been in for X number of years. These would then be put into the recycle bin (i.e. and hidden) … however they could be undeleted if required later on.

    Is there a particular reason that you wish to delete/archive records on mass after a certain period of time?

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