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How to Archive or Cancel Your Patient in the Dr. Portal

Below are the instructions on how to archive or cancel your patient in the LightForce Doctor Portal.

Lau Jimenez avatar
Written by Lau Jimenez
Updated over 3 weeks ago

Instructions for canceling or archiving a patient:

1. From the LightForce Dashboard select the tab labeled Patients.

2. Once in the patient list select the patient you want to cancel.

3. Once in the patient details page, on the lower left side of the screen you can click the Cancel Order option or click the Archive patient option based on how you would like to proceed.

4. If you selected Cancel Order Add a reason for cancellation and click Confirm.

  • The patient will now no longer require action on the LightForce Dashboard.

  • Please note that if you cancel a case this patient will continue showing in the patient list as canceled, if you wish to hide it you can follow the previous steps and click the archive patient option after canceling it.

How to reactivate a cancelled or an archived case.

  1. In the Dr. portal in the Patients tab search for the desired patient.

2. Click on the patient to access the Patient detail page.

3. On this page on the lower left side you will find a list of options by the name of Patient Actions.

4. Here you would have 2 options based on what you want to do:

4.a. To reopen a cancelled order, click on the Reopen Order option and then please fill in the reopening reason and click confirm to re-activate the case.

4.b. To reactivate an archived case, click on the Unarchive Patient option and then confirm by selecting the Unarchive option.

*The Cancel Order option will only be available until before the case is approved by the doctor.

You can find archived patients in the LightForce Patient List in the Archived section.

For any questions contact our LightForce Customer Support team:

Chat Bot and Live Chat (Teal chat bubble icon located at bottom right of the Doctor Portal > Patients page)

SMS: (US): +1 855 528 8045 / (CA): +1 506 498 8788

Phone: (US): +1 866 506 3070 / (CA): +1 506 499 8850

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