Client records and their associated resources can be restored within 60 days of deletion. As the account owner, you have full control to recover deleted clients and specific resources through your activity audit log.
In this article:
Restoring a Deleted Client
When a client record is accidentally deleted, you can quickly restore it along with all associated data. Practice Better keeps deleted client records accessible for 60 days, giving you peace of mind and time to recover important information.
- Go to Settings (gear icon) > All Settings & Preferences.
- Click the Activity tab to open the activity audit log.
- In the All activity dropdown, search and select the delete a client option to filter the log.
- Locate the deleted client entry and click the expand icon to view additional details about the deletion.
- Click Restore at the bottom of this entry. This option will be available for clients deleted within the last 60 days.
- Review the prompt and click Restore to continue. You'll receive an email notification once your client's record has been successfully restored.
✅ Your client record and all associated resources will be restored to your account, allowing you to pick up right where you left off.
Restoring Specific Resources
Beyond full client records, you can restore individual resources that were deleted within the last 60 days. This flexibility ensures that important documents, forms, and protocols can be recovered without needing to restore an entire client profile.
Client-specific resources that can be restored:
- CMS-1500 Forms
- Forms
- Invoices
- Labs
- Protocols
- Packages
- Session Notes
- Superbills
- Tasks
Account-level resources that can be restored:
- Forms
- Protocol Templates
- Services
To restore a specific resource:
- As the account owner, go to All Settings & Preferences > Activity tab.
- Search the list of recent log entries or use the All activities dropdown to filter for specific actions (e.g., "Deleted a protocol").
- Click Restore next to the log entry to re-add the deleted resource to your account.
📍 Note: The restore option is only available for resources deleted within the last 60 days. After this period, deleted items cannot be recovered.
💡 Need help? If you're unable to locate a deleted item or have questions about the restoration process, our support team is here to assist you.