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
Open the patient from the sidebar
Click Client settings at the top right of the page (Patient settings if you've switched Confidant to say "patients")
On the Profile tab, click Archive
That's it — there's no confirmation step. Confidant takes you back to your patient list and shows "Archived name" with Undo. Click Undo to bring the patient straight back.
What changes after archiving
The patient is hidden from the default patient list (the sidebar)
The Start session button is grayed out on their page, and the line under their name reminds you to unarchive them in Client settings to record — you can't record new sessions on an archived patient until you unarchive them
The import buttons are hidden, and treatment goals can't be edited
All historical sessions, notes, transcripts, and the case overview remain intact and readable
Finalized notes stay finalized
Existing audio recordings stay where they are
Viewing archived patients
When you have at least one archived patient, a small Show archived link appears at the bottom of the sidebar's patient list. Click it to reveal archived patients (they show with a muted, struck-through name so they're easy to tell apart). Click Hide archived to collapse them again.
An archived patient's page says Archived above their name, and the line under it shows the date they were archived.
Unarchiving
Open the archived patient from the (visible) archived list, click Client settings, and on the Profile tab click Unarchive. The patient returns to the active list immediately and you can record new sessions again right away.
Deleting a patient permanently
Archiving is usually the right choice. Therapy records have legal retention requirements that vary by state and license type — typically 5–10 years after termination — and archiving keeps the record without cluttering your list.
If you do need a patient fully removed:
Open the patient and click Client settings
On the Profile tab, click Delete…
Confidant shows exactly what will be removed: the number of sessions, transcripts and finalized notes, and the size of the audio recordings
Click Yes, permanently delete, or Cancel to keep everything
Deleting removes the patient and everything attached to them from your device. It can't be undone, and there's no Undo message afterwards.
What happens if I archive by mistake
Click Undo in the message that appears, or unarchive later. There's no time limit, no penalty, no data loss.