How to delete or archive a treatment plan

Overview

If you have created a treatment plan by mistake or no longer need it, you can delete or archive it depending on its status.

• Delete allows you to remove a treatment plan when the option is available.
• Archive marks the plan as inactive while keeping it in the patient’s record for reference.

Please note: Archiving does not hide the treatment plan. It remains visible with an archived indicator.

When can I delete or archive a treatment plan?

Check the treatment plan’s current status to determine which option is available.

Delete a treatment plan

The Delete option is available for treatment plans with a Proposed or Accepted status

1. Open the patient’s profile and go to the Plan tab.
2. Find the treatment plan you want to remove.
   
   
    
3. Click the three dots beside the plan to open its menu.
4. Select Delete.
   
   
    
5. If a confirmation message will appear that the selected plan is deleted.

If you see Archive instead of Delete, follow the steps below.

Archive a treatment plan

For treatment plans with an In progress status, Archive is available instead of Delete. Use this option when the plan is no longer needed.

1. Open the patient’s profile and go to the Plan tab.
2. Find the treatment plan you want to archive.
   
   
    
3. Click the three dots beside the plan.
4. Select Archive.
   
   
    
5. If a confirmation message will appear that the selected plan is archived.

The plan remains available for reference, and the archived indicator helps distinguish it from active treatment plans.

Frequently asked questions

Can I hide an archived treatment plan?

There is currently no option to hide an archived treatment plan completely from the patient’s profile. Archiving keeps the record visible and identifies it as no longer active.

What if I accidentally accepted the treatment plan?

Check the plan's current status. If it is still Accepted and Delete is available, follow the deletion steps above. If it is In progress, use Archive instead.

Why is my treatment plan still visible after archiving?

This is expected. Archiving changes the plan’s status while keeping the record available for reference. Seeing the archived indicator confirms that the plan has been archived.

If you have any questions, please click the yellow Help button at the bottom left and chat with us. We are more than happy to help!