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Archive patients

See how you can archive patients and understand patient status

Use this article to archive and unarchive a patient, tell archived patients apart by their icon, and search for archived patients.

There are many reasons to archive a patient. The patient might have a new owner, the client might have moved away, or the patient might have passed.


Archive and unarchive a patient

You can see a patient's status on the patient's Health Card, and you archive or unarchive the patient from there.

  1. Open the patient's Health Card.

  2. Select the dots action button. For an active patient, the menu offers the option to archive the patient.

  3. In the popup, select the reason for archiving (deceased, moved away, change of owner, or other) and add additional comments if needed.

After you archive a patient, an icon appears next to the patient's name in the Patients list. See Archived patient icons below.

To unarchive a patient, open the archived patient's Health Card and use the same dots action button to unarchive the profile.


Archived patient icons

Archived patients show an icon next to their name in the Patients list. The icon shows whether the patient has passed or was archived for another reason.

  • Patient has passed: a yellow badge with a leaf (feather) icon

  • Any other reason, such as moved away or change of owner: a gray badge with a box icon


Search for archived patients

By default, archived patients do not appear on the Patients page. You can find them from the Patients page or from the general search.

Patients page

To find an archived patient on the Patients page, select the Archived Patients option and click Search.

General search

To find an archived patient from the general search at the top right, turn on the Show archived option. This searches your entire patient list.


Frequently Asked Questions (FAQs)

What does the yellow leaf icon next to a patient's name mean?

A yellow badge with a leaf (feather) icon next to a patient's name means the patient was archived because they have passed.

What does the gray box icon next to a patient's name mean?

A gray badge with a box icon next to a patient's name means the patient was archived for a reason other than passing, such as moved away or change of owner.

Why can't I see an archived patient on the Patients page?

By default, archived patients do not appear on the Patients page. Select the Archived Patients option and click Search to include them.


What's changed

October 25th, 2026 - Archived patient icons: badges replace emoji

As of October 25th, 2026, archived patients show an icon badge next to their name instead of an emoji: a yellow badge with a leaf (feather) icon for patients who have passed, and a gray badge with a box icon for patients archived for other reasons.

Previously, archived patients showed an emoji next to their name, including an angel emoji for patients who have passed. If you are looking for the angel emoji, it is now the yellow leaf (feather) icon.

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