Making Lapsed Patients Inactive

The 'Search and Change' feature enables you to select all patients who have not attended appointments at the practice for a specified period of time.

NOTE: This process will only change the patients status (to Inactive), add an asterisk to their name and add an Inactive reason code. IT does not delete or otherwise change records in your EXACT database.
Before you proceed, ensure that:

• All other users are logged out of EXACT

• You take a full backup of the EXACT Database files.

1. Log in as a user that has access to Administration, Search and Change

   Open

   

2. The first screen is informational; read the instructions carefully, then click the Next > button.
   Select the Change patients to inactive status option:

   Open

   

    

3. Click the Next > button. The following screen will be displayed:

4. Enter the date of the last appointment for patients. Any patients whose last appointment was before the specified date will be selected to be made inactive.

5. Select an ‘Inactive reason’ code to be shown on the patient’s details tab.

6. The Next > button will be ‘greyed out’ until all fields have been filled out correctly.
   After reading through the final instructions click “finish” to begin the Search & change process.

    

NOTE: Read the instructions on the screen carefully. Note that if the change involves many patients, and your system is busy, the 'Search and Change' process may take quite some time to complete.