How To Manually Archive A Patient

Description:

This article contains the steps required to manually archive a patient.

Applies To:

TheraOffice On-Site, TheraOffice Web

Steps:

1. First, create a folder with the following naming convention: {Last Name}, {First Name} - {Patient Id}.
2. Next, open the patient in TheraOffice.
3. Next, open the Patient Information window.
4. For each Patient Image:
   1. Click the export button.
   2. Save the patient image with the following naming convention: {Patient Image} {Image #}
   3. If the patient image is the first image or a single page, then export as JPG. If the patient image is the 2nd - 5th image and is multiple pages, then export as TIFF.
5. Next, create a new folder for the cases. Replace '/' characters with '-' characters.
   1. For each Locked Report and Flex Note in Documentation export the report with the following naming convention: {Document Name}. Replace '/' characters with '-' characters.
   2. For each Locked Image Note in Documentation, click the export button.
      1. Save the image notes with the following naming convention: {Image Note Name}
      2. If the image note has only a single page, then export as JPG. If the image note has multiple pages, then export as TIFF.
   3. Open Report Viewer and export the following reports with the following names:
      

      Report Name	File Name
      Patient and Case Information	Case Information.pdf
      Visit Detail	Visit Details.pdf
      Visit History	Visit History.pdf
      Visit Listing	Visit Listing.pdf
      Account Details	AccountDetails.pdf
      Patient Treatment List	Treatments.pdf
      Patient History	Patient History.pdf