Individual Profile
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      How do I print or archive a record?

      The buttons for editing, archiving and printing a record are located under the client's name and profile photo. Visit the following article to learn how to edit a record.


      Archiving a record

      1. To archive an inactive case, click Archive Case.
      2. Take into consideration that you will not be able to archive records that have active referrals.

      Unarchiving a record

      1. To reactivate and unarchive a record, find the Case Manager section in the main menu, which will take you to the case management portal.
      2. Press the red Unarchive button (with a box symbol), located to the right of the Search button.
      3. Press the Unarchive Case button corresponding to the record of your interest.

      Printing a record

      1. To print a digital record, click Print Case Profile.
      2. Follow the printing instructions.