Archiving a patient

When you stop seeing a patient, archive their record. Archiving keeps everything intact — notes, transcripts, history — but moves the patient out of your active list.

Steps

1. Open the patient from the sidebar
2. Click Archive at the top right of the patient detail page
3. A confirmation appears — "Archive this patient?"
4. Click Yes, archive

The patient disappears from your default sidebar view but is preserved in full.

What changes after archiving

• The patient is hidden from the default patient list
• The Start New Session button is removed from their detail page (you can't record more sessions)
• All historical sessions, notes, transcripts, and the case overview remain intact and readable
• Generated notes are still finalized as they were
• Existing audio recordings stay where they are

Viewing archived patients

The patient list has filters at the top — switch from "Active" to "Archived" (or "All") to see archived patients again. Open them, read their history, copy out notes, etc.

Unarchiving

Open the archived patient. There's an Unarchive action available; click it and they return to your active list. You can record new sessions again immediately.

Why not just delete?

Confidant deliberately doesn't have a "delete patient" button. Therapy records have legal retention requirements that vary by state and license type — typically 5–10 years after termination. Deleting a patient would lose that record permanently and isn't reversible.

If you need a patient fully removed (legally permitted, formal request), contact support. We can walk you through a proper deletion that respects retention requirements.

What happens if I archive by mistake

Just unarchive. There's no time limit, no penalty, no data loss.