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How can I remove an outdated treatment guide from patient view?

C
Written by Charlie Adams
Updated over a month ago

You may want to archive a treatment guide after treatment is completed, if the patient has been inactive for a long period, or if you no longer want the patient to access their guide.

How to archive or unarchive a treatment guide

To Archive a Treatment Guide:

  1. Click the 3 dots next to the "Viewed" column.

  2. Select "Archive guide".

  3. A confirmation pop-up will appear confirming the guide is archived, and the patient will no longer have access.

To Unarchive a Treatment Guide:

  1. Change the dashboard view from 'Active guides' to 'Archived guides'.

  2. Click the 3 dots next to the "Viewed" column for the patient whose guide you want to unarchive.

  3. A confirmation pop-up will appear confirming the guide has been unarchived, and the patient will regain access.

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