Hi just wondering if it is possible at all to archive old practice groups rather than deleting them?

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Archiving practice groups
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Bobbie-Jo Strong

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Posted 3 years ago

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Joyaa Antares

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HI B-J.,

I don't know if this will work for you - as it isn't exactly what you have asked about - but what we have is a practice group called "Z-Deleted Practitioners" (without the quotes). When a practitioner leaves us we -
* delete the practice group,
* add a "Z-" prefix to the practitioner name
* assign the practitioner to the Z-Deleted Practitioners group
* archive that practitioner.

So we do lose the practice group info, but we can safely archive the practitioners while not having to store all their practice group info (which we seldom need anyway).

The "Z-" prefixes help to put the practitioner's name to the end of the alphabetical list of practitioners on most of the listings.

Hope this helps, J.
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Mandi - Sport & Spinal Physio

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awesome suggestion Joyaa, thanks, I will do that with ours now - drives me crazy having to go through all those old practitioners that I don't want to see anymore!