Archive cases to keep your Cases page organized without removing anything from the case. You can find an archived case at any time and move it back to your active list.
Archiving does not change the case. Your manual edits, generated records, and attachments are all preserved.
Archive vs. Delete
Archived cases can be found and restored later. Deleted cases cannot.
Action | What happens | Can it be restored? |
Archive | Moves the case out of your active Cases list. Everything inside the case stays the same. | Yes |
Delete | Permanently removes the case. | No |
Note: Deleted cases cannot be recovered, including by CoVet Support.
Archive a Case
To archive one case:
Open the case.
Select Archive.
The case will move out of your active Cases list.
Archive Multiple Cases
You can also archive several cases at once.
Go to All Cases.
Select Select cases.
Choose the cases you want to archive.
Select Archive.
View Archived Cases
To see your archived cases:
Go to the Cases page.
Open Filters at the top of the page.
Select Archived.
This shows every archived case you have access to.
To return to your active cases, clear the Archived filter.
Find a Specific Archived Case
First, select Filters → Archived.
You can then find a case by name or date.
Search by Name
Use the search bar to search by patient or case name.
Search by Date
Use the calendar to go to the date you need. You can also use the arrows to move forward or backward by day.
For example, if you are looking for a case from April 17:
Select Filters → Archived.
Open the calendar.
Go to April 17.
Review the archived cases from that date.
If you know the patient or case name, you can use search to narrow the results further.
Unarchive a Case
You can move an archived case back to your active Cases list.
Select Filters → Archived.
Find and open the case.
Select Unarchive.
The case will return to your active Cases list.
Nothing inside the case changes when you unarchive it.
Unarchive Multiple Cases
To unarchive several cases at once:
Select Filters → Archived.
Select Select cases.
Choose the cases you want to unarchive.
Select Unarchive.
The selected cases will return to your active Cases list.
How Archiving Works With Your Team
Archiving a shared case changes its status for everyone who has access to it.
The case moves out of the active Cases list for everyone with access.
Any teammate with access can unarchive it.
Your Archived view includes cases archived by other teammates.
The case activity history records who archived the case and when.
The Archived filter is personal to your own view. One teammate can be looking at archived cases while another is looking at active cases.
If a case has never been shared with your team, only its owner will see it.
Can't Find the Case?
Make sure Filters → Archived is selected, then try searching by patient or case name or checking the date with the calendar.
If you still cannot find the case, contact [email protected].
If the case was deleted instead of archived, it cannot be recovered.