If patients have been incorrectly merged, such as merging the wrong patients, a process can be followed to reverse the merging process by creating a new version of the patient on your current data.

Correcting a Patient Merge

⚠️ Note: A backup must have been performed before the patient merge took place to undo the merging process.

1. Open two versions of EXACT, one with backup data and the other with your live data.
   🔗 Launch Multiple Instances of EXACT
   🔗 Logging into an EXACT Network Backup
2. On your backup data, load the original patient record.
3. On your current data;
   • Create a new patient.
     🔗 Creating Patient Records.
   • Recreate the patient record from the backup data into your existing system, adding all details for the patient using the details from the backup data.
   • Save the record before proceeding further.
   • Select the Recalls tab of the merged patient on both records.
     • Note which appointments the patient had and which ones the merged patient should have.
   • On the new patient record, add the relevant appointments on the appointment book, adding the correct appointments with provider times and dates.
   • Repeat this for the patient's charting.
4.  Repeat these steps for the second patient.
   💡Tip: Set the original merged patient record to inactive to reduce any future confusion.

Moving Contacts tab Files

Files saved on the patient contacts tab can be moved to the recreated patient record by filing them to the new patient.

1. On your live data.
2. Open the inactive patient record - the one with the files to be moved.
3. Open the Contacts tab.
4. Select the first file to be moved, clicking the row will highlight it in blue.
   • Click the File button at the bottom of the window.
   • Select the correct patient record in the File to patient section.
     💡Tip: Click the lined button to select the patient. Once their patient code is displayed in the File to Patient box, highlight and copy this so that you can paste it for additional files.
   • Click OK.
   • The file will now disappear from this patient record and be moved to the chosen patient.
   • Repeat for each required file.

⚠️Note: Any files that cannot be filed to the correct patient may need to be printed to PDF, then imported onto the correct patient record using the Import option.

💡Tip: To print to PDF, select PDF instead of your standard printer, to save a PDF copy of the file; if you do not have this option, please contact your IT Support to get assistance in setting this up.

Additional Information

🔗 Moving Images / X-rays Between Patients